# Taylor Morrison, INC. DB Plan
Source: https://planprovider.pro/companies/taylor-morrison-inc-plan-003

> Taylor Morrison, INC.'s DB plan: 121 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:** 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.](https://planprovider.pro/provider/milliman) — NONE

- [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:** $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|

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