Plan Snapshot
- Plan Sponsor: Toyota Tsusho Material Handling America, INC
- Sponsor EIN: 753266402
- Sponsor Address: 12001 SE JENNIFER ST, CLACKAMAS, OR, 970159014
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 158
- Total Assets: $8.3M
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. |
|---|---|---|---|---|
| 2023 | 158 | $8.3M | $310,271 | $539,628 |
| 2022 | 107 | $6.8M | $246,569 | $429,906 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $16,700 | — | $16,700 |
| NORTHWESTERN MUTUAL INVESTMENT SERV | Investment Advisor | — | $9,550 | $9,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT SERV — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 0.315% 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 |
|---|---|---|---|---|---|
| 2023 | $16,700 | — | $16,700 | — | — |
| 2022 | $14,869 | — | $14,869 | — | — |