Plan Snapshot
- Plan Sponsor: Td Bank Us Holding Company
- Sponsor EIN: 010437984
- Sponsor Address: 2211 CONGRESS STREET, PORTLAND, ME, 04102
- Plan Type: DB
- Total Participants: 149
- 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 | 149 | $509.2M | $0 | $0 |
| 2023 | 213 | $546.0M | $0 | $0 |
| 2022 | 248 | $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 |
|---|---|---|---|---|
| TELUS HEALTH | Other Service Provider | $236,241 | — | $236,241 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $155,554 | — | $155,554 |
| AON INVESTMENTS USA INC. | Other Service Provider | $78,547 | — | $78,547 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $66,191 | — | $66,191 |
| ERNST & YOUNG | Other Service Provider | $60,490 | — | $60,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $597,023
- Estimated Expense Ratio: 0.117% 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 | $1,037,080 | $78,547 | — | $60,490 | — |
| 2023 | $1,014,210 | $101,000 | — | $57,610 | — |
| 2022 | $995,173 | — | — | — | $582,451 |