Plan Ledger DOL Form 5500 · updated monthly

Taylor Morrison, Inc.401(k)

TAYLOR MORRISON 401(K) SAVINGS PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Taylor Morrison, Inc. reported $658,968 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,743 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 46th-largest of 1,285 plans among Arizona employers on file, and the 193rd of 5,337 in construction. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$370,473,877
Participants with balances4,419
Active participants3,036
Employer contributions$14,399,317
Employee contributions$28,220,797
Employer contribution per active participant$4,743
Average account balance$83,837
Benefits paid to participants$41,223,060
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$370.5M · 4,419 accts · $14.4M emplr
2023$320.5M · 4,156 accts · $13.2M emplr
2022$270.8M · 4,266 accts · $13.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$536,543
Investment management$122,425
Total administrative$658,968
The Taylor Morrison, Inc. 401(k) match · 2024
Employer contribution per active participant$4,743
Median for plans this size$4,294
2024$4,743 per active participant
2023$4,727 per active participant
2022$4,585 per active participant

Taylor Morrison, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$532,943
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$122,425

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$658,968 · 0.19%
2023$114,417 · 0.04%
2022$449,250 · 0.15%
Same employer
Similar plansConstruction · Arizona
Meritage Homes Corporation AZ$209.8M · 0.49%
Suntec Concrete, Inc. AZ$156.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581426890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.