Plan Ledger DOL Form 5500 · updated monthly

Toyotalift Northeast, LLC401(k)

TOYOTALIFT NORTHEAST PROFIT SHARING 401(K) PLAN · BETHLEHEM, PA · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Toyotalift Northeast, LLC reported $22,230 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.21% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,269th of 3,651), and 2,885th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$10,219,840
Participants with balances204
Active participants195
Employer contributions$0
Employee contributions$1,080,634
Employer contribution per active participant$0
Average account balance$50,097
Benefits paid to participants$1,803,478
Plan auditUnmodified (clean) audit opinion
AuditorBONADIO & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $208 emplr
2023$10.2M · 204 accts
2022$9.4M · 191 accts · $207 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,137
Investment management$4,093
Total administrative$22,230
The Toyotalift Northeast, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Toyotalift Northeast, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,137

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

Administrative cost history3
2024Not separately reported
2023$22,230 · 0.23%
2022$21,672 · 0.21%
Same employer
Similar plansWholesale Trade · Pennsylvania
Wallace Supply, LLC PA$10.2M · 0.53%
Deerfield Agency LLC PA$10.2M · 0.50%
Penn Veterinary Supply PA$10.2M · 0.03%
Gerard Daniel Worldwide PA$10.2M · 0.48%
Agriteer LLC PA$9.9M · 0.05%
Tura, Inc. PA$9.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825435227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.