Toll Brothers 401 K Savings Plan
Sponsored by Toll Bros., Inc. · EIN 232417123 · Plan #002
- Total assets
- $728M
- Net assets
- $728M
- Active participants
- 4,908
- With balances
- 6,372
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cordatus Wealth Management Llc CRD 282871 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $275,837 |
| Cordatus Wealth Management Llc | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Eisneramper, Llp | Accounting, Direct payment from the plan | $24,150 |
| Prudential Retire Ins.& Annuity Co. | Recordkeeping, Participant loan processing, Direct payment from the plan | $20,089 |