Plan Snapshot
- Plan Sponsor: Td Bank Us Holding Company
- Sponsor EIN: 010437984
- Sponsor Address: 2211 CONGRESS ST, PORTLAND, ME, 04102
- Plan Type: DB
- Total Participants: 1,412
- Total Assets: $413.4M
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 | 1,412 | $413.4M | $0 | $0 |
| 2023 | 1,528 | $437.1M | $0 | $0 |
| 2022 | 1,632 | $426.9M | $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 |
|---|---|---|---|---|
| TELUS HEALTH | NONE | $422,670 | — | $422,670 |
| MELLON CAPITAL MANAGEMENT | NONE | $362,698 | — | $362,698 |
| BANK OF NEW YORK MELLON | TRUSTEE | $94,297 | — | $94,297 |
| WILLIS TOWERS WATSON US LLC | NONE | $81,056 | — | $81,056 |
| AON INVESTMENTS USA INC. | NONE | $66,082 | — | $66,082 |
| ERNST & YOUNG | NONE | $37,586 | — | $37,586 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- ERNST & YOUNG — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,064,389
- Estimated Expense Ratio: 0.257% 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 | $1,943,130 | $434,984 | $26,663 | $37,586 | — |
| 2023 | $2,090,599 | $494,328 | $30,257 | $35,796 | — |
| 2022 | $2,023,791 | $412,823 | $31,827 | — | $778,403 |