Plan Ledger DOL Form 5500 · updated monthly

Toledo Tool & Die Co., Inc.401(k)

TOLEDO TOOL & DIE CO., INC. 401(K) PROFIT SHARING PLAN & TRUST · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
1.41%

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

Toledo Tool & Die Co., Inc. reported $123,356 in plan administrative expenses for 2024: 1.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $416 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 3 years on file its reported administrative ratio has held roughly steady near 1.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,013th of 3,295), and 8,931st of 13,661 in manufacturing. In 2024, employees put in $8.34 for every $1.00 the employer contributed; active participation has grown from 379 to 471 since 2022.

Plan summary
Net assets, end of year$9,716,974
Participants with balances579
Active participants471
Employer contributions$196,147
Employee contributions$1,636,637
Employer contribution per active participant$416
Average account balance$16,782
Benefits paid to participants$1,142,534
Plan auditUnmodified (clean) audit opinion
AuditorDOEREN MAYHEW
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 579 accts · $196K emplr
2023$7.8M · 495 accts · $181K emplr
2022$5.6M · 474 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$115,893
Investment management$7,463
Total administrative$123,356
The Toledo Tool & Die Co., Inc. 401(k) match · 2024
Employer contribution per active participant$416
Median for plans this size$1,313
2024$416 per active participant
2023$437 per active participant
2022$310 per active participant

Toledo Tool & Die Co., Inc.'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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$7,463
LPL FINANCIAL LLCindirect 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$123,356 · 1.41%
2023$96,855 · 1.44%
2022$70,648 · 1.44%
Same employer
Similar plansManufacturing · Ohio
Workstream, Inc. OH$9.7M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344472215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.