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Original filing (PDF)20251006100928NAL0001775859001
TAYLOR MORRISON, INC.
Form 5500
FILING_RECEIVED
TAYLOR MORRISON 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
3,036
Accounts w/ balance
4,419
Plan assets (EOY)
$370.5M
Net assets (EOY)
$370.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 77% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR MORRISON, INC..
Plan sponsor
Name
TAYLOR MORRISON, INC.
EIN
58-1426890
Address
4900 N. SCOTTSDALE RD. SUITE 2000 · SCOTTSDALE, AZ · 85251
Phone
(480) 840-8100
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $533K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $122K | — |
Investments
28 direct securities · 5 pooled funds· $409.8M(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
$285.6M
27 holdings
Common Collective Trust
$91.2M
5 holdings
Mutual Funds
$33.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $41.5M | 11.2% | |
| s * Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $33.0M | 8.9% | |
| Fidelity Freedom 2035 Fund Class K | — | — | — | $32.1M | 8.7% | |
| Fidelity S&P Large Cap Growth Index Fund | — | — | — | $29.2M | 7.9% | |
| SP LC GRW IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 003 | Common Collective Trust | — | — | $29.2M | 7.9% | |
| Fidelity Freedom 2030 Fund Class K | — | — | — | $28.4M | 7.7% | |
| Fidelity Freedom 2045 Fund Class K | — | — | — | $23.5M | 6.3% | |
| Fidelity Freedom 2050 Fund Class K | — | — | — | $21.2M | 5.7% | |
| Fidelity Freedom 2055 Fund Class K | — | — | — | $16.7M | 4.5% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $16.4M | 4.4% | |
| Fidelity Freedom 2025 Fund Class K | — | — | — | $16.2M | 4.4% | |
| Oakmark Equity and Income Investor | — | — | — | $12.0M | 3.2% | |
| Fidelity Diversified International Fund Class K | — | — | — | $11.5M | 3.1% | |
| Fidelity Total Bond Fund | — | — | — | $10.7M | 2.9% | |
| CT STABLE GOVT I-25 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 062 | Common Collective Trust | — | — | $10.4M | 2.8% | |
| Janus Henderson Enterprise T | — | — | — | $8.2M | 2.2% | |
| Fidelity Small Cap Growth Fund | — | — | — | $8.0M | 2.1% | |
| Fidelity S&P Total International Index Fund | — | — | — | $7.4M | 2.0% | |
| SP TTL INTL IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $7.4M | 2.0% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $7.2M | 1.9% | |
| Fidelity Freedom 2060 Fund Class K | — | — | — | $6.9M | 1.9% | |
| Various Plan Participants Participant loans with varying maturities and interest rates ranging from 4.25%-9.50% | — | — | — | $6.2M | 1.7% | |
| Fidelity Freedom 2020 Fund Class K | — | — | — | $5.8M | 1.6% | |
| Victory Sycamore Established Value R | — | — | — | $5.7M | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $3.0M | 0.8% | |
| Fidelity Freedom Income Fund Class K | — | — | — | $2.9M | 0.8% | |
| Fidelity S&P Extended Market Index Fund | — | — | — | $2.8M | 0.8% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| Fidelity Freedom 2065 Fund Class K | — | — | — | $1.7M | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $1.5M | 0.4% | |
| Money Market Fund * Fidelity Government Money Market | — | — | — | $307K | <0.1% | |
| Stable Value Funds * Fidelity Short-Term Investment Fund | — | — | — | $222K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | — | — | — | $1K | <0.1% |
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