Plan Snapshot
- Plan Sponsor: Toyota Tsusho America, INC.
- Sponsor EIN: 131943519
- Sponsor Address: 700 TRIPORT ROAD, GEORGETOWN, KY, 40324
- Plan Type: DC
- Total Participants: 1,299
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,299 | $19.2M | $1.0M | $2.4M |
| 2023 | 1,280 | $16.8M | $1.1M | $2.4M |
| 2022 | 1,245 | $13.7M | $956,140 | $2.3M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.086% 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 | $210,761 | $26,071 | $128,992 | $16,500 | — |
| 2023 | $167,673 | $151,177 | — | $11,000 | — |
| 2022 | $167,209 | $144,139 | — | — | $10,500 |