Plan Snapshot
- Plan Sponsor: Toll Bros., INC.
- Sponsor EIN: 232417123
- Sponsor Address: 1140 VIRGINIA DRIVE, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 4,908
- Total Assets: $727.8M
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 | 4,908 | $727.8M | $19.0M | $40.1M |
| 2023 | 4,361 | $627.5M | $17.3M | $36.8M |
| 2022 | 4,532 | $509.9M | $17.1M | $36.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $275,837 | — | $275,837 |
| CORDATUS WEALTH MANAGEMENT LLC | NONE | $60,000 | — | $60,000 |
| EISNERAMPER, LLP | NONE | $24,150 | — | $24,150 |
| PRUDENTIAL RETIRE INS.& ANNUITY CO. | NONE | $20,089 | — | $20,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $380,076
- Estimated Expense Ratio: 0.052% 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 | $380,234 | $60,000 | $296,084 | $24,150 | — |
| 2023 | $254,957 | $60,000 | $161,447 | $33,510 | — |
| 2022 | $227,920 | $60,000 | $142,090 | — | $25,830 |