Toyota Boshoku America, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Toyota Boshoku America, Inc. · EIN 383603141 · Plan #001
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 4,244
- With balances
- 5,353
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $314,122 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $50,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $47 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |