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Original filing (PDF)20250627052937NAL0022123666001
TOA (USA), LLC
Form 5500
FILING_RECEIVED
TOA (USA) 401(K) PLAN
401(k) retirement plan
Active participants
889
Accounts w/ balance
913
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOA (USA), LLC.
Plan sponsor
Name
TOA (USA), LLC
EIN
35-2113095
Address
2000 PLEIADES DR · MOORESVILLE, IN · 461587144
Phone
(317) 834-0522
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | RECORDKEEPER | $113K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH FINANCIAL | 36-3168081 | — | INVESTMENT ADVISORY | $22K | — |
Investments
27 direct securities · 1 pooled fund· $24.4M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$23.8M
26 holdings
Common Collective Trust
$517K
1 holding
Mutual Funds
$41K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Instl | — | — | — | $4.3M | 16.3% | |
| Nuveen Lifecycle Index 2045 Instl | — | — | — | $3.9M | 14.8% | |
| Nuveen Lifecycle Index 2035 Instl | — | — | — | $3.3M | 12.7% | |
| Nuveen Lifecycle Index 2050 Instl | — | — | — | $3.3M | 12.4% | |
| Nuveen Lifecycle Index 2030 Instl | — | — | — | $2.4M | 9.3% | |
| Nuveen Lifecycle Index 2055 Instl | — | — | — | $2.1M | 7.8% | |
| Nuveen Lifecycle Index 2060 Instl | — | — | — | $945K | 3.6% | |
| Nuveen Lifecycle Index 2025 Instl | — | — | — | $775K | 2.9% | |
| American Century Growth Funds, Inc. American Century Focused Dynamic Gr R6 | — | — | — | $532K | 2.0% | |
| RELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $517K | 2.0% | |
| Nuveen Lifecycle Index 2020 Instl | — | — | — | $460K | 1.7% | |
| Vanguard Index Funds Vanguard 500 Index Admiral | — | — | — | $316K | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund X | — | — | — | $298K | 1.1% | |
| Nuveen Lifecycle Index 2065 Instl | — | — | — | $230K | 0.9% | |
| Nuveen Lifecycle Index Ret Inc Instl | — | — | — | $220K | 0.8% | |
| Cohen & Steers Cohen & Steers Real Estate - Z | — | — | — | $153K | 0.6% | |
| Loomis Sayles Loomis Sayles Global Bond Fund N ** 196 MFS Series Trust I MFS Value Fund R6 | — | — | — | $96K | 0.4% | |
| American Century Growth Funds, Inc. American Century Small Cap Value R6 | — | — | — | $89K | 0.3% | |
| New Perspective Fund Inc American Funds New Perspective R6 | — | — | — | $82K | 0.3% | |
| Fidelity Investment Trust Fidelity Mid Cap Index Instl Prem | — | — | — | $80K | 0.3% | |
| Fidelity Investment Trust Fidelity Small Cap Index Instl Prem | — | — | — | $67K | 0.3% | |
| Victory Portfolios Victory Integrity M/C Val - R6 | — | — | — | $62K | 0.2% | |
| Fidelity Investment Trust Fidelity Advisor Intl Small Cap Z | — | — | — | $45K | 0.2% | |
| AllianceBernstein Cap Fund, Inc. AB Small Cap Growth Fund Z | Mutual Funds | — | — | $41K | 0.2% | |
| Fidelity Investment Trust Fidelity Emerging Markets Idx Instl | — | — | — | $38K | 0.1% | |
| Eagle Series Trust Carillon Eagle Mid Cap Growth Fund R5 | — | — | — | $21K | <0.1% | |
| Hartford Mutual Funds Hartford Balance Inc R6 | — | — | — | $13K | <0.1% | |
| Pacific Investment Management Co PIMCO Real Return Instl | — | — | — | $11K | <0.1% |
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