Td Securities Usa Pension Plan
Sponsored by Td Securities Usa Llc · EIN 201177269 · Plan #002
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 57
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mentor Capital Management Inc. CRD 123176 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mellon Capital Management | Investment management, Investment management fees (indirect) | $76,239 |
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $49,570 |
| Telus Health | Recordkeeping, Participant communication, Direct payment from the plan | $38,626 |
| Ernst & Young | Accounting, Direct payment from the plan | $25,253 |
| The Bank Of New York Mellon | Custodial (other), Trustee (institutional), Direct payment from the plan | $17,279 |
| Aon Investments Usa Inc. | Consulting (pension), Direct payment from the plan | $8,692 |