Plan Snapshot
- Plan Sponsor: Taylor Morrison, INC.
- Sponsor EIN: 581426890
- Sponsor Address: 4900 N. SCOTTSDALE RD., SUITE 2000, SCOTTSDALE, AZ, 85251
- Plan Type: DB
- Total Participants: 121
- Total Assets: $27.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 121 | $27.9M | $2.8M | $0 |
| 2023 | 125 | $25.1M | $668,984 | $0 |
| 2022 | 139 | $22.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $186,770 | — | $186,770 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,770
- Estimated Expense Ratio: 0.669% 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 | $186,770 | — | $59,000 | — | — |
| 2023 | $141,702 | — | $96,814 | — | — |
| 2022 | $117,260 | — | — | — | $117,260 |