Toyota Industries North America Group Associates' 401(k) Retirement Plan
Sponsored by Toyota Industries North America, Inc. · EIN 954842543 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 16,222
- With balances
- 18,390
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,094,108 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $333,595 |
| Capital Strategies Investment Grou | Consulting (general) | $112,500 |
| Forvis Mazars Llp | Accounting, Consulting (general) | $53,775 |
| Ogletree Deaking | Legal | $19,907 |