Filings through Sep 24, 2026.

Retirement plan

Toyota Boshoku America, Inc. 401(k) Profit Sharing Plan & Trust

Name: TOYOTA BOSHOKU AMERICA, INC. - TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: TOYOTA BOSHOKU AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST, TOYOTA BOSHOKU AMERICA, INC.

Toyota Boshoku America, Inc.EIN 38-3603141Plan #001PY 2024

1360 DOLWICK DRIVE, SUITE 125 - ERLANGER, KY 41018859-962-4779toyota-boshoku.comLinkedIn10001+ employeesautomotive

Prospect flagsLow assets / participantFailed to transmit contributionsPossible retail share class: $2.5MFew collective trustsFund lineup: 29 funds, $219M

How to read this page

Total assets (EOY)

$233.1M

+20.7% from 2023

Total participants

5,481

+4.8% from 2023

Average account balance

$43,548

+10.2% from 2023

Annual return

15.06%

-3.61 pp from 2023

Benchmarks

See 840 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort840 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044	Finders' fees / placement fees; Sales...	$314,122
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632	Advisory (Plan)	$50,500
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$47
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Fund lineup

CSV with Pro

29 funds of $250K or more; 21 lines in all, holding $219M of the plan's $233M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).

In collective trusts1%median 0% for plans of $50M to $250M (10,671 plans)

In index funds13%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series45%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages	T. Rowe Price	Mutual fund	$98.1M	44.8%
JPMorgan Large Cap Growth Fund Class R5 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$22.5M	10.3%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$15.2M	6.9%
Blackrock Equity Dividend Fund BlackRock · Mutual fund	BlackRock	Mutual fund	$12.0M	5.5%
Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract	Prudential (PGIM)	Insurance contract	$10.9M	5.0%
Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund	BlackRock	Mutual fund	$7.8M	3.6%
Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund	Dodge & Cox	Mutual fund	$5.8M	2.6%
Eupac Fund Capital Group · Mutual fund	Capital Group	Mutual fund	$5.1M	2.3%
Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.6M	2.1%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.4M	2.0%

See the other 11 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$367K

$86 / participant

Recordkeeping$314K85.6%
Investment mgmt$53K14.4%

% of EOY assets

0.157%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BARNES, DENNIG & CO., LTD
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS10+ years

Service code 12 · EIN 13-3689044

Finders' fees / placement fees; Sales...

$314,122

MORGAN STANLEY SMITH BARNEY10+ years

Filed as: MORGAN STANLEY

Service code 27 · EIN 26-4310632

Advisory (Plan)

$50,500

CHARLES SCHWAB & CO., INC.5 years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$47

NATIONAL FINANCIAL SERVICES10+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 9 vintages

$98.1M

44.8%

JPMorgan Large Cap Growth Fund Class R5

JPMorgan · Mutual fund

$22.5M

10.3%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$15.2M

6.9%

Blackrock Equity Dividend Fund

BlackRock · Mutual fund

$12.0M

5.5%

Prudential Guaranteed Income Fund

Prudential (PGIM) · Insurance contract

$10.9M

5.0%

Blackrock MID CAP Growth Equity Portfolio Institutional

BlackRock · Mutual fund

$7.8M

3.6%

Dodge & Cox Income Fund Class X

Dodge & Cox · Mutual fund

$5.8M

2.6%

Eupac Fund

Capital Group · Mutual fund

$5.1M

2.3%

Vanguard Developed Markets Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.6M

2.1%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.4M

2.0%

Toyota Boshoku America, Inc. 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Toyota Boshoku America, Inc. 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion