Plan Snapshot
- Plan Sponsor: Td Bank Us Holding Company
- Sponsor EIN: 010437984
- Sponsor Address: 2211 CONGRESS STREET, PORTLAND, ME, 04102
- Plan Type: 401(k)
- Total Participants: 32,012
- Total Assets: $6.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 32,012 | $6.0B | $198.0M | $233.5M |
| 2023 | 31,673 | $4.9B | $168.5M | $201.5M |
| 2022 | 30,094 | $4.1B | $149.4M | $171.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $1,236,024 | — | $1,236,024 |
| MORNINGSTAR | NONE | $128,737 | — | $128,737 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,364,761
- Estimated Expense Ratio: 0.023% 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 | $1,362,089 | $128,737 | — | — | — |
| 2023 | $1,187,742 | $116,590 | — | — | — |
| 2022 | $1,039,806 | — | — | — | — |