Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Toyota A.I. Ventures Advisors
Toyota A.I. Ventures Advisors 401(k)
- Professional, scientific, and technical services
- Los Altos, CA
- EIN 81-0700429
- 1 plan with Schedule H financials
- Plan year 2024
- Toyota A.I. Ventures Advisors, LLC
- filed as Toyota Research Institute Inc.
Total assets, end of year · Toyota Research Institute 401(k) Plan · plan year 2024
$87,194,022
408 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010181125NAL0018662978001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010181125NAL0018662978001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 408
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010181125NAL0018662978001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010181125NAL0018662978001, received 2025-10-10
Administrative expenses per participant
$5.71
Higher than 2% of the 9,042 plans $50 to 250M that report it.
Source
= $2,329 / 408
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010181125NAL0018662978001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010181125NAL0018662978001, received 2025-10-10
Administrative expenses as a share of assets
0.003%
Higher than 2% of the 9,049 plans $50 to 250M that report it.
Source
= $2,329 / $87,194,022
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010181125NAL0018662978001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010181125NAL0018662978001, received 2025-10-10
Employer contributions per participant
$15,768
Higher than 98% of the 9,105 plans $50 to 250M that report it.
Source
= $6,433,239 / 408
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010181125NAL0018662978001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010181125NAL0018662978001, received 2025-10-10
Employer share of total contributions
53.1%
Higher than 92% of the 9,112 plans $50 to 250M that report it.
Source
= $6,433,239 / $12,117,377
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010181125NAL0018662978001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010181125NAL0018662978001, received 2025-10-10
Plan terms, as stated in Toyota A.I. Ventures Advisors, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010181125NAL0018662978001, received 2025-10-10
Full record, Toyota Research Institute 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TOYOTA RESEARCH INSTITUTE INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Plan name | TOYOTA RESEARCH INSTITUTE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Sponsor EIN / plan number | 81-0700429 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Sponsor location | LOS ALTOS, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Participants, beginning of year | 378 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Active participants | 285 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Participants, end of year | 419 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Participants with an account balance | 408 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total assets, beginning of year | $67,521,538 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total assets, end of year | $87,194,022 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Net assets, end of year | $87,194,022 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total income | $22,777,469 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Net income | $19,672,484 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Employer contributions | $6,433,239 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Participant contributions | $5,440,506 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $243,632 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total contributions | $12,117,377 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Benefit payments | $3,102,656 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $3,104,985 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Total administrative expenses | $2,329 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Investment advisory and management fees | $2,329 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Held in mutual funds | $85,121,042 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010181125NAL0018662978001, received 2025-10-10 |
| Independent auditor | COMYNS SMITH MCCLEARY & DEAVER LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010181125NAL0018662978001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010181125NAL0018662978001, received 2025-10-10.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010181125NAL0018662978001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $67,521,538 | $87,194,022 | 29.1% |
| Participants with a balance | 378 | 408 | 7.9% |
| Administrative expenses | $1,960 | $2,329 | 18.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $5,978,193 | $6,433,239 | 7.6% |
Prior filing 20240712185517NAL0020544033001, received 2024-07-12; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: TOYOTA RESEARCH INSTITUTE INC.; SEC registrant: Toyota A.I. Ventures Advisors, LLC (CIK 2109893, matched by EIN).