Plan Ledger DOL Form 5500 · updated monthly

Toyota de Puerto Rico, Corp.DC plan

TOYOTA DE PUERTO RICO, INC. SAVINGS AND INVESTMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Toyota de Puerto Rico, Corp. reported $1,311 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,054 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 65th-largest of 323 plans among PR employers on file, and the 1,408th of 5,215 in retail trade. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,838,423
Participants with balances248
Active participants135
Employer contributions$547,225
Employee contributions$793,201
Employer contribution per active participant$4,054
Average account balance$84,026
Benefits paid to participants$685,323
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 248 accts · $547K emplr
2023$17.9M · 190 accts · $566K emplr
2022$14.9M · 199 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,311
Total administrative$1,311
Employer contributions to the Toyota de Puerto Rico, Corp. plan · 2024
Employer contribution per active participant$4,054
Median for plans this size$2,416
2024$4,054 per active participant
2023$4,041 per active participant
2022$3,731 per active participant

Toyota de Puerto Rico, Corp.'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 · 20241
FIDELITY INVESTMENTS · Loan processing$1,311

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$1,311 · 0.01%
2023$691 · 0.00%
2022$672 · 0.00%
Similar plansRetail Trade · PR
The Farmer's Dog, Inc. NY$20.9M · 0.23%
Nasco Education LLC WI$20.8M · 0.32%
Charlie's Motor Mall, Inc. ME$20.8M · 0.46%
Schepel Buick Gmc, Inc. IN$20.8M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660503300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.