Plan Snapshot
- Plan Sponsor: Td Bank Us Holding Company
- Sponsor EIN: 010437984
- Sponsor Address: 2211 CONGRESS STREET, PORTLAND, ME, 04102
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $509.2M
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 | 0 | $509.2M | $0 | $0 |
| 2023 | 0 | $545.9M | $0 | $0 |
| 2022 | 0 | $543.9M | $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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS | Investment Advisor | $918,533 | — | $918,533 |
| INSIGHT INVESTMENTS | Other Service Provider | $94,729 | — | $94,729 |
| MELLON CAPITAL MANAGEMENT | Other Service Provider | $11,183 | — | $11,183 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,024,445
- Estimated Expense Ratio: 0.201% 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 | $1,121,063 | $1,121,063 | — | — | — |
| 2023 | $1,249,907 | $1,249,907 | — | — | — |
| 2022 | $1,547,589 | $1,547,589 | — | — | — |