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Original filing (PDF)20251010095541NAL0007902641001
TOYOTA BOSHOKU AMERICA, INC.
Form 5500
FILING_RECEIVED
TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4,244
Accounts w/ balance
5,353
Plan assets (EOY)
$233.1M
Net assets (EOY)
$233.1M
How this plan invests
This plan
31 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
- 16 bps in Schedule C fees — 56% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOYOTA BOSHOKU AMERICA, INC..
Plan sponsor
Name
TOYOTA BOSHOKU AMERICA, INC.
EIN
38-3603141
Address
1360 DOLWICK DRIVE · SUITE 125 · ERLANGER, KY · 41018
Phone
(859) 962-4779
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
BARNES, DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $314K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $51K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $47 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities· $231.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R5 | — | — | — | $22.5M | 9.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 | — | — | — | $16.0M | 6.8% | |
| Vanguard 500 Index Adm | — | — | — | $15.2M | 6.5% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 | — | — | — | $13.8M | 5.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 | — | — | — | $13.3M | 5.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 | — | — | — | $13.0M | 5.6% | |
| Blackrock Eq Dividend I | — | — | — | $12.0M | 5.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $11.8M | 5.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 | — | — | — | $11.2M | 4.8% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $10.9M | 4.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 | — | — | — | $10.7M | 4.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 | — | — | — | $9.7M | 4.2% | |
| Blackrock Mid-Cap Gr Eq Instl | — | — | — | $7.8M | 3.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2060 | — | — | — | $7.3M | 3.1% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $5.8M | 2.5% | |
| American Funds American Funds EuroPacific Gr R5 | — | — | — | $5.1M | 2.2% | |
| Vanguard Developed Mkt Index Adm | — | — | — | $4.6M | 2.0% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $4.4M | 1.9% | |
| John Hancock JHancock3 Disciplined Val Mid Cap I | — | — | — | $4.4M | 1.9% | |
| American Funds American Funds American Bal R5E | — | — | — | $4.0M | 1.7% | |
| American Funds American Funds New Perspective R5 | — | — | — | $3.8M | 1.6% | |
| PIMCO Inc Instl | — | — | — | $3.7M | 1.6% | |
| Macquarie Small Cap Core Instl | — | — | — | $3.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Retrmnt 2065 | — | — | — | $3.3M | 1.4% | |
| Federated Hermes Opp HY Bd IS | — | — | — | $2.7M | 1.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $2.7M | 1.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.6M | 1.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec A | — | — | — | $2.5M | 1.1% | |
| GQG Partners GQG Partners Emerging Mkt Eq Inst | — | — | — | $2.3M | 1.0% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $1.1M | 0.5% | |
| State Street State St l US Govt M1y Mkt Premier | — | — | — | $580K | 0.2% |