Plan Ledger DOL Form 5500 · updated monthly

Rjms Corporation dba Toyota Material Handling Northern California401(k)

TOYOTA MATERIAL HANDLING 401(K) PLAN · LIVERMORE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Rjms Corporation dba Toyota Material Handling Northern California reported $12,834 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,481 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 0.04% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 3,609th-largest of 9,483 plans among California employers on file, and the 1,052nd of 3,341 in other services. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has shrunk from 291 to 213 since 2022.

Plan summary
Net assets, end of year$20,207,156
Participants with balances262
Active participants213
Employer contributions$741,370
Employee contributions$1,649,724
Employer contribution per active participant$3,481
Average account balance$77,127
Benefits paid to participants$2,876,441
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBERG
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 262 accts · $741K emplr
2023$17.9M · 264 accts · $712K emplr
2022$15.2M · 235 accts · $580K emplr
Administrative expenses, itemized · 2024
Investment management$45,522
Total administrative$12,834
The Rjms Corporation dba Toyota Material Handling Northern California 401(k) match · 2024
Employer contribution per active participant$3,481
Median for plans this size$2,416
2024$3,481 per active participant
2023$2,893 per active participant
2022$1,992 per active participant

Rjms Corporation dba Toyota Material Handling Northern California's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$40,241
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,281
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$12,834 · 0.07%
2023$12,916 · 0.08%
2022$7,145 · 0.04%
Similar plansOther Services · California
Low Income Investment Fund CA$20.6M · 0.02%
San Diego Foundation CA$20.5M · 0.19%
Av Squad, LP CA$20.4M · 0.32%
S&D Car Wash Management LLC CA$19.8M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943262562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.