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Sponsor portfolio

TD BANK US HOLDING COMPANY

EIN 01-0437984-banking-Latest filing 2024
Plans
3
Retirement
3
$6.89B assets
Welfare
0
Participants
61,681
2211 CONGRESS ST, SUITE 180 - PORTLAND, ME 04102866-835-7607tkgi.netLinkedIn1-10 employeesbanking
Plans on this EIN
3 filings
#003401k-$5.97B - 49,123 part#002TraditionalDB-$509.2M - 4,283 part#001TraditionalDB-$413.4M - 8,275 part

Retirement portfolio analytics

3 plans aggregated / $6.89B assets / 61,681 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT PLAN (#003)87%
  • FINANCIAL EMPLOYEE PENSION (#002)7%
  • BANKNORTH INC. PENSION (#001)6%
Total $6.89BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
87%top
  • T ROWE PRICE RPS INC87%
  • MORNEAU SHEPELL13%
Total $6.89BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)49,123
  • BANKNORTH INC. PENSION (#001)8,275
  • FINANCIAL EMPLOYEE PENSION (#002)4,283
Total 61,681Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TD 401(K) RETIREMENT PLAN

401k

Assets$5.97B
Participants49,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGACY CHRYSLER FINANCIAL EMPLOYEE PENSION PLAN

TraditionalDB

Assets$509.2M
Participants4,283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TD BANKNORTH INC. PENSION PLAN

TraditionalDB

Assets$413.4M
Participants8,275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003TD 401(K) RETIREMENT PLAN401k$5.97B49,1232024
002LEGACY CHRYSLER FINANCIAL EMPLOYEE PENSION PLANTraditionalDB$509.2M4,2832024
001TD BANKNORTH INC. PENSION PLANTraditionalDB$413.4M8,2752024
Retirement plans
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