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Original filing (PDF)20260121172559NAL0004597393001
TOYODA GOSEI NORTH AMERICA CORP.
Form 5500
FILING_RECEIVED
TOYODA GOSEI 401(K) PLAN
401(k) retirement plan
Active participants
4,336
Accounts w/ balance
5,634
Plan assets (EOY)
$371.1M
Net assets (EOY)
$371.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOYODA GOSEI NORTH AMERICA CORP..
Plan sponsor
Name
TOYODA GOSEI NORTH AMERICA CORP.
EIN
38-3467216
Address
1400 STEPHENSON HIGHWAY · TROY, MI · 48083
Phone
(248) 280-7386
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-21
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $483K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DICKINSON WRIGHT PLLC | 38-1364333 | — | ATTORNEY | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
34 direct securities · 15 pooled funds· $362.4M(98% 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.
Registered Investment Companies
$189.9M
15 holdings
Common Collective Trusts
$164.1M
15 holdings
Uncategorized
$8.4M
4 holdings
Common Collective Trust
$0
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $41.2M | 11.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $28.5M | 7.7% | |
| WINSLOW LG CAP GROWTH CIT CT | Common Collective Trusts | — | — | $24.9M | 6.7% | |
| GALLIARD STABLE RETURN FUND E | Common Collective Trusts | — | — | $23.2M | 6.2% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $21.9M | 5.9% | |
| T ROWE INSTL MIDCAP EQUITY GR | Registered Investment Companies | — | — | $21.1M | 5.7% | |
| VANGUARD TARGET RET 2035 II | Common Collective Trusts | — | — | $20.0M | 5.4% | |
| JPMORGAN MID CP VALUE L | Registered Investment Companies | — | — | $16.6M | 4.5% | |
| VANGUARD TARGET RET 2055 II | Common Collective Trusts | — | — | $15.9M | 4.3% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $15.8M | 4.3% | |
| VANGUARD TARGET RET 2040 II | Common Collective Trusts | — | — | $14.6M | 3.9% | |
| VANGUARD TARGET RET 2030 II | Common Collective Trusts | — | — | $14.1M | 3.8% | |
| VAN TARGET RET 2045 TRUST II | Common Collective Trusts | — | — | $10.7M | 2.9% | |
| VAN TARGET RET 2050 TRUST II | Common Collective Trusts | — | — | $10.3M | 2.8% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $10.3M | 2.8% | |
| VANGUARD TARGET RET 2025 II | Common Collective Trusts | — | — | $9.0M | 2.4% | |
| Participants Participant notes receivable (interest rates ranging from 4.25 to 9.50 percent) - | — | — | — | $8.4M | 2.3% | |
| VANGUARD TARGET RET 2060 II | Common Collective Trusts | — | — | $7.8M | 2.1% | |
| VAN TOTAL INTL STK IDX - INST | Registered Investment Companies | — | — | $7.6M | 2.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $7.1M | 1.9% | |
| FIAM CORE PLUS COMMINGLED I | Common Collective Trusts | — | — | $6.0M | 1.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $5.8M | 1.6% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $4.7M | 1.3% | |
| VANGUARD TARGET RET 2065 II | Common Collective Trusts | — | — | $4.3M | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $3.5M | 1.0% | |
| MFS INTL INTRINSIC VAL FD - R3 | Registered Investment Companies | — | — | $2.4M | 0.7% | |
| VANGUARD TARGET RET INC II | Common Collective Trusts | — | — | $2.0M | 0.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $1.8M | 0.5% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $1.7M | 0.5% | |
| VANGUARD TARGET RET 2020 II | Common Collective Trusts | — | — | $1.3M | 0.3% | |
| VANGUARD TARGET RET 2070 II | Common Collective Trusts | — | — | $163K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| FIAM CORE PLUS COMMINGLED I FIDELITY INST ASST MGMT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 II VANGUARD FIDUCIARY TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 II VANGUARD FIDUCIARY TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO BANK N.A · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 II VANGUARD FIDUCIARY TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| WINSLOW LG CAP GROWTH CIT CT SEI TRUST COMPANY · EIN 84-4930601 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2070 II VANGUARD FIDUCIARY TRUST · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INC II VANGUARD FIDUCIARY TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VAN TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VAN TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 II VANGUARD FIDUCIARY TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 II VANGUARD FIDUCIARY TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 II VANGUARD FIDUCIARY TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 II VANGUARD FIDUCIARY TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 II VANGUARD FIDUCIARY TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |