Plan Ledger DOL Form 5500 · updated monthly

Imperial Imports Inc. dba Toyota401(k)

TOYOTA OF SAN BERNARDINO PROFIT SHARING 401(K) PLAN · SAN BERNARDINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Imperial Imports Inc. dba Toyota reported $58,942 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.48% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,393rd of 9,483), and the 2,590th of 5,215 in retail trade. active participation has grown from 166 to 404 since 2022.

Plan summary
Net assets, end of year$10,216,290
Participants with balances425
Active participants404
Employer contributions$0
Employee contributions$1,558,535
Employer contribution per active participant$0
Average account balance$24,038
Benefits paid to participants$668,487
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 425 accts
2023$8.3M · 362 accts
2022$6.4M · 301 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,197
Investment management$8,056
Total administrative$58,942
The Imperial Imports Inc. dba Toyota 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Imperial Imports Inc. dba Toyota's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
INTELLIGENCE DRIVEN ADVISERS LLC · Investment advisory (plan)$8,056
PENTEGRA SERVICES INC · Contract administrator$3,539
IMPERIAL IMPORTS INC TOYOTA OF SANindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$58,942 · 0.64%
2023$61,014 · 0.83%
2022$36,599 · 0.48%
Similar plansRetail Trade · California
Seed Beauty, LLC CA$10.3M · 0.05%
Pirch, Inc. CA$10.3M · 0.99%
Qvale Auto Group, Inc. CA$10.2M · 0.53%
Mancini Sleep World, Inc. CA$10.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952454633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.