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Original filing (PDF)20251013162503NAL0002423712001
TOLL BROS., INC.
Form 5500
FILING_RECEIVED
TOLL BROTHERS 401K SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,908
Accounts w/ balance
6,372
Plan assets (EOY)
$727.8M
Net assets (EOY)
$727.8M
How this plan invests
This plan
11 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOLL BROS., INC..
Plan sponsor
Name
TOLL BROS., INC.
EIN
23-2417123
Address
1140 VIRGINIA DRIVE · FORT WASHINGTON, PA · 19034
Phone
(215) 938-8000
Industry
Constructionsee all
Plan administrator
Name
TOLL BROS., INC.
EIN
23-2417123
City
FORT WASHINGTON, PA
Phone
(215) 938-8000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3I · Requires investment in employer securities
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $276K | — |
| CORDATUS WEALTH MANAGEMENT LLC | — | YARDLEY, PA | NONE | $60K | — |
| EISNERAMPER, LLP | 87-1363769 | — | NONE | $24K | — |
| PRUDENTIAL RETIRE INS.& ANNUITY CO. | 06-1050034 | — | NONE | $20K | — |
Investments
12 direct securities · 11 pooled funds· $774.7M(100% of reported assets)
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.
Uncategorized
$457.4M
12 holdings
Pooled Separate Account
$317.3M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund | — | — | — | $100.6M | 13.8% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $99.4M | 13.7% | |
| J.P. Morgan Government Bond A | — | — | — | $74.8M | 10.3% | |
| Empower Annuity Insurance Company Robeco BP LGC Val EQ (IS) | — | — | — | $61.1M | 8.4% | |
| ROBECO BP LARGE CAP VALUE EQUITY EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $61.1M | 8.4% | |
| Prudential Investments PGIM Jennison International Opportunity Fund Class 6 | — | — | — | $55.7M | 7.7% | |
| MID CAP VALUE ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $52.8M | 7.3% | |
| The Vanguard Group Small-Cap Institutional Index | — | — | — | $46.2M | 6.3% | |
| MFS INTERNATIONAL VALUE EQUITY EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $45.5M | 6.3% | |
| MID CAP GROWTH I FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 409 | Pooled Separate Account | — | — | $42.2M | 5.8% | |
| The Vanguard Group Equity Income Fund Admiral | — | — | — | $32.6M | 4.5% | |
| American Funds American Balanced Fund R6 | — | — | — | $30.4M | 4.2% | |
| Federated Investors Government Obligations Fund | — | — | — | $30.3M | 4.2% | |
| Toll Brothers, Inc. 125,912 shares of common stock | — | — | $126K | $15.9M | 2.2% | |
| Prudential Investments PGIM High Yield Fund Class Z | — | — | — | $9.6M | 1.3% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $8.9M | 1.2% | |
| DAY ONE INCOME FLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $6.6M | 0.9% | |
| Empower Annuity Insurance Company Pru IncomeFlex Balanced Fund | — | — | — | $397K | <0.1% | |
| INCOME FLEX BALANCED FUND EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $397K | <0.1% | |
| INCOME FLEX SELECT INCOME EQUITY EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $226K | <0.1% | |
| Empower Annuity Insurance Company Pru IncomeFlex Conservative Fund | — | — | — | $1K | <0.1% | |
| INCOME FLEX SEL CONSERVATIVE GROWTH EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SA INVESCO SMALL CAP GRTH STRATEGY EMPOWER ANNUITY INSURANCE CO. · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $0 | <0.1% |