Kathleen Harmon signed TD Securities USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TD Securities USA LLC's EIN is 20-1177269.
Download the official 2024 Form 5500 (PDF) for TD Securities USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TD Securities USA LLC's plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLON CAPITAL MANAGEMENT | 25-6078093 | — | NONE | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| BNYM-M DB SL NHQC BOND FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 267 | Common Collective Trust | $28.3M | 48.6% |
| BNYM-M DB NSL HQLC BOND FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 218 | Common Collective Trust | $21.0M | 36.0% |
| BNYM-M DB NSL LT GOVT BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 063 | Common Collective Trust | $4.4M | 7.6% |
| BNYM-M DB NSL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 215 | Common Collective Trust | $2.2M | 3.8% |
| BNYM-M DB SL AGGREGATE BIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 056 | Common Collective Trust | $1.1M | 1.9% |
| BNYM-M DB NSL INTL SIF THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 213 | Common Collective Trust | $705K | 1.2% |
| COLLECTIVE US GOV'T STIF 15 BPS THE BANK OF NEW YORK MELLON · EIN 81-6243181 / PN 001 | Common Collective Trust | $437K | 0.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $50K | — |
| TELUS HEALTH | 52-1883918 | CANTON, MA | NONE | $39K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $9K | — |
