· 2022–2024 · DOL EFAST2

TOLEDO FINANCE CORPORATION — TOLEDO FINANCE CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250722151012NAL0001322323002

TOLEDO FINANCE CORPORATION

Form 5500-SF

FILING_RECEIVED

TOLEDO FINANCE CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

135

Accounts w/ balance

56

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

70

Total plan cost

n/a

Plan health

28

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOLEDO FINANCE CORPORATION.

Plan sponsor

Name

TOLEDO FINANCE CORPORATION

EIN

75-1281137

Address

3821 JUNIPER TRACE SUITE 106 · AUSTIN, TX · 78738

Phone

(512) 263-2999

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WHETSTONE HOLDINGS

WHETSTONE HOLDINGS 401(K) PLAN

$4.2M · 230 participants

POSSIBLE FINANCIAL INC.

POSSIBLE FINANCIAL 401(K) PLAN

$4.1M · 67 participants

COMMUNITY FIRST FUND DBA FINANTA

COMMUNITY FIRST FUND 403(B) PLAN

$4.1M · 82 participants

SPRING OAKS CAPITAL

SPRING OAKS CAPITAL 401(K) PLAN

$4.1M · 290 participants

AMERICAN FINANCE, LLC

AMERICAN FINANCE, LLC 401(K) PLAN

$4.3M · 76 participants