Plan Ledger DOL Form 5500 · updated monthly

Takeuchi Mfg (U.S.), LTD401(k)

TAKEUCHI MANUFACTURING (U.S.), LTD RETIREMENT PLAN · PENDERGRASS, GA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Takeuchi Mfg (U.S.), LTD reported $34,255 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,362 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 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,074th-largest of 2,160 plans among Georgia employers on file, and 2,537th of 4,246 in wholesale trade. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 106 to 252 since 2022.

Plan summary
Net assets, end of year$13,301,021
Participants with balances277
Active participants252
Employer contributions$595,325
Employee contributions$967,152
Employer contribution per active participant$2,362
Average account balance$48,018
Benefits paid to participants$1,192,029
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 277 accts · $595K emplr
2023$11.1M · 156 accts · $350K emplr
2022$8.8M · 113 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,274
Investment management$27,981
Total administrative$34,255
The Takeuchi Mfg (U.S.), LTD 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$2,416
2024$2,362 per active participant
2023$1,556 per active participant
2022$2,173 per active participant

Takeuchi Mfg (U.S.), LTD's 2024 employer contribution ran below 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 · 20242
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$27,981
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$6,274

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$34,255 · 0.28%
2023$23,395 · 0.24%
2022$3,667 · 0.04%
Same employer
Similar plansWholesale Trade · Georgia
Pro Marketing, Inc. GA$14.3M · 0.09%
Satair USA, Inc. GA$14.2M · 0.03%
Leon Farmer & Company GA$12.7M · 0.42%
Stewart Candy Company GA$12.2M · 0.57%
Peterbilt of Atlanta, LLC GA$12.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581356047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.