# Td Bank Us Holding Company DB Plan
Source: https://planprovider.pro/companies/td-bank-us-holding-company-plan-001

> Td Bank Us Holding Company's DB plan: 1,412 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 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — 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|

## Similar Plans

- [Td Bank Us Holding Company](https://planprovider.pro/companies/td-bank-us-holding-company-401k-plan) — 32,012 participants

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