# Td Bank Us Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/td-bank-us-holding-company-401k-plan

> Td Bank Us Holding Company's 401(k) plan: 32,012 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|

## Similar Plans

- [Td Bank Us Holding Company](https://planprovider.pro/companies/td-bank-us-holding-company-plan-001) — 1,412 participants

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