# Toll Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/toll-bros-inc-401k-plan-002

> Toll Bros., INC.'s 401(k) plan: 4,908 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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