Plan Ledger DOL Form 5500 · updated monthly

Toa (USA), LLC401(k)

TOA (USA) 401(K) PLAN · MOORESVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Toa (USA), LLC reported $134,995 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,650 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 0.51% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 467th-largest of 1,562 plans among Indiana employers on file, and the 4,937th of 13,661 in manufacturing. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 665 to 889 since 2022.

Plan summary
Net assets, end of year$26,356,004
Participants with balances913
Active participants889
Employer contributions$1,467,204
Employee contributions$3,124,125
Employer contribution per active participant$1,650
Average account balance$28,867
Benefits paid to participants$2,590,224
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 913 accts · $1.5M emplr
2023$21.6M · 778 accts · $1.3M emplr
2022$17.8M · 687 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,997
Investment management$21,998
Total administrative$134,995
The Toa (USA), LLC 401(k) match · 2024
Employer contribution per active participant$1,650
Median for plans this size$2,416
2024$1,650 per active participant
2023$1,865 per active participant
2022$2,098 per active participant

Toa (USA), LLC'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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$112,997
SIKICH FINANCIAL · Investment advisory (plan)$21,998

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$134,995 · 0.56%
2023$110,473 · 0.56%
2022$100,105 · 0.51%
Same employer
Similar plansManufacturing · Indiana
Kitchen Kompact, Inc. IN$28.7M · 0.23%
Laidig Systems, Inc. IN$28.1M · 0.10%
Doxim, Inc. IN$26.1M · 0.39%
Keter US, Inc. IN$26.1M · 0.43%
Universal Bearings, LLC IN$25.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352113095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.