Plan Ledger DOL Form 5500 · updated monthly

Rotter's Inc. dba Toyota of Olympia401(k)

TOYOTA OF OLYMPIA RETIREMENT PLAN · TUMWATER, WA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Rotter's Inc. dba Toyota of Olympia reported $16,012 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. 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 0.23% to 0.28%. 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 Washington (1,268th of 1,714), and 3,417th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,324,418
Participants with balances122
Active participants127
Employer contributions—
Employee contributions$530,144
Employer contribution per active participant—
Average account balance$51,839
Benefits paid to participants$342,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 122 accts
2023$5.2M · 124 accts · $153K emplr
2022$3.9M · 125 accts · $164K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,012
Total administrative$16,012
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$9,586
DEFINITI, LLC · Contract administrator · Other services$6,707
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$16,012 · 0.28%
2023$9,774 · 0.22%
2022$9,343 · 0.23%
Similar plansRetail Trade · Washington
Evergreen Ford WA$6.9M · 0.67%
Rodland Motor Company WA$6.6M · 0.31%
Ziegler Lumber Company WA$6.4M · 0.01%
Valley Cash & Carry WA$5.0M · 0.53%
New Nwf LLC WA$4.9M · 0.15%
Hardware Sales, Inc. WA$4.8M · 0.81%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 300059055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.