# Taylor Morrison, INC. 401(k) Plan
Source: https://planprovider.pro/companies/taylor-morrison-inc-401k-plan

> Taylor Morrison, INC.'s 401(k) plan: 3,036 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WARREN AVERETT LLC](https://planprovider.pro/provider/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|—|—|—|

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