Plan Snapshot
- Plan Sponsor: Taylor Morrison, INC.
- Sponsor EIN: 581426890
- Sponsor Address: 4900 N. SCOTTSDALE RD. SUITE 2000, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 3,036
- Total Assets: $370.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,036 | $370.5M | $14.4M | $28.2M |
| 2023 | 2,800 | $320.5M | $13.2M | $25.6M |
| 2022 | 2,964 | $270.8M | $13.6M | $26.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $532,943 | — | $532,943 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $122,425 | — | $122,425 |
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $655,368
- Estimated Expense Ratio: 0.177% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $658,968 | $122,425 | $3,600 | — | — |
| 2023 | $114,417 | $93,036 | $1,800 | — | — |
| 2022 | $449,250 | $449,250 | — | — | — |