Plan Ledger DOL Form 5500 · updated monthly

Toys for Trucks, Inc.401(k)

TOYS FOR TRUCKS, INC. 401K PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Toys for Trucks, Inc. reported $63,564 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,668 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 0.919%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,431st of 1,936), and 3,098th of 5,215 in retail trade. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 170 to 213 since 2022.

Plan summary
Net assets, end of year$7,787,008
Participants with balances331
Active participants213
Employer contributions$355,337
Employee contributions$740,646
Employer contribution per active participant$1,668
Average account balance$23,526
Benefits paid to participants$301,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 331 accts · $355K emplr
2023$6.1M · 298 accts · $347K emplr
2022$4.4M · 217 accts · $234K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,564
Total administrative$63,564
The Toys for Trucks, Inc. 401(k) match · 2024
Employer contribution per active participant$1,668
Median for plans this size$1,313
2024$1,668 per active participant
2023$1,491 per active participant
2022$1,377 per active participant

Toys for Trucks, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
TRANSAMERICA LIFE INSURANCE CO · Recordkeeping · Loan processing$23,862
MAP RETIREMENT · Recordkeeping · Loan processing$5,034
CORNERSTONE FINACIAL GROUP · Investment advisory (plan)$31,894
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$328

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

Recordkeeper by year2
2024MAP RETIREMENT, Transamerica
2023MAP RETIREMENT, Transamerica

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

Administrative cost history3
2024$63,564 · 0.92%
2023$62,682 · 1.20%
2022$43,483 · 0.92%
Same employer
Similar plansRetail Trade · Wisconsin
Brickner Motors, Inc. WI$8.7M · 0.32%
Service Motor Company WI$8.3M · 0.34%
Don Miller Inc. WI$8.0M · 0.19%
Unbolt, Inc. WI$7.8M · 0.48%
Milaeger's Inc. WI$7.6M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391646646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.