Joseph Desanto signed TOLL Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TOLL Bros., Inc.'s EIN is 23-2417123.
Download the official 2024 Form 5500 (PDF) for TOLL Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TOLL Bros., Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $276K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORDATUS WEALTH MANAGEMENT LLC | — | YARDLEY, PA | NONE | $60K | — |
| EISNERAMPER, LLP |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund | Common Collective Trusts | — | — | $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 | U.S. Treasuries | — | — | $74.8M | 10.3% | |
| Empower Annuity Insurance Company Robeco BP LGC Val EQ (IS) | Common Stocks | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $32.6M | 4.5% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $30.4M | 4.2% | |
| Federated Investors Government Obligations Fund | Other securities | — | — | $30.3M | 4.2% | |
| Toll Brothers, Inc. 125,912 shares of common stock | Common Stocks | — | $126K | $15.9M | 2.2% | |
| Prudential Investments PGIM High Yield Fund Class Z | Other securities | — | — | $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 | Common Stocks | — | — | $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 | Common Stocks | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-1363769 |
| — |
| NONE |
| $24K |
| — |
| PRUDENTIAL RETIRE INS.& ANNUITY CO. | 06-1050034 | — | NONE | $20K | — |
