Plan Snapshot
- Plan Sponsor: Toyota Of Santa Maria
- Sponsor EIN: 952089293
- Sponsor Address: PO BOX 5759, SANTA MARIA, CA, 93456
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $14.1M | $100,000 | $1.1M |
| 2023 | 292 | $12.4M | $127,606 | $1.1M |
| 2022 | 257 | $9.9M | $200,000 | $1.2M |
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 |
|---|---|---|---|---|
| CAPTRUST INVESTMENT ADVISORS | INVESTMENT ADVISOR | $37,841 | — | $37,841 |
| MILLIMAN | NONE | $29,718 | — | $29,718 |
| CALIBER AUDIT & ATTEST | AUDITOR | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- CALIBER AUDIT & ATTEST — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,559
- Estimated Expense Ratio: 0.576% 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 | $81,559 | $37,841 | — | $14,000 | — |
| 2023 | $73,783 | $33,897 | — | $13,500 | — |
| 2022 | $68,312 | — | — | — | $68,312 |