# Toyota Of Escondido 401(k) Plan
Source: https://planprovider.pro/companies/toyota-of-escondido-953263258-501

> Toyota Of Escondido's 401(k) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toyota Of Escondido

- **Sponsor EIN:** 953263258

- **Sponsor Address:** 231 LINCOLN PARKWAY, ESCONDIDO, CA, 92026

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 436

- **Total Assets:** $284,049

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|436|$284,049|$2.1M|$970,034|

| 2023|308|$174,014|$1.3M|$948,570|

| 2022|256|$252,422|$1.2M|$916,314|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COMPASS HEALTH ADMINISTRATORS|Recordkeeper|$78,144|—|$78,144|

| BLUE SHIELD OF CALIFORNIA|Other Service Provider|$63,249|—|$63,249|

| BEESON HOFFMAN & SIDDALL INC|Auditor|$22,000|—|$22,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $163,393

- **Estimated Expense Ratio:** 57.523% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$150,897|—|$150,897|—|—|

| 2023|$119,762|—|$78,288|—|—|

| 2022|$119,932|—|$61,133|—|—|

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