Monika Daley signed Taylor Morrison, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taylor Morrison, Inc.'s EIN is 58-1426890.
Download the official 2024 Form 5500 (PDF) for Taylor Morrison, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor Morrison, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $533K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $122K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $32.1M | 8.7% | |
| Fidelity S&P Large Cap Growth Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $28.4M | 7.7% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $23.5M | 6.3% | |
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $21.2M | 5.7% | |
| Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $16.7M | 4.5% | |
| Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $16.4M | 4.4% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $16.2M | 4.4% | |
| Oakmark Equity and Income Investor | Other securities | — | — | $12.0M | 3.2% | |
| Fidelity Diversified International Fund Class K | Mutual Funds | — | — | $11.5M | 3.1% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $8.2M | 2.2% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $8.0M | 2.1% | |
| Fidelity S&P Total International Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $7.2M | 1.9% | |
| Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $6.9M | 1.9% | |
| Various Plan Participants Participant loans with varying maturities and interest rates ranging from 4.25%-9.50% | Bonds / Notes | — | — | $6.2M | 1.7% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $5.8M | 1.6% | |
| Victory Sycamore Established Value R | Other securities | — | — | $5.7M | 1.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.0M | 0.8% | |
| Fidelity Freedom Income Fund Class K | Mutual Funds | — | — | $2.9M | 0.8% | |
| Fidelity S&P Extended Market Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $1.7M | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral | Mutual Funds | — | — | $1.5M | 0.4% | |
| Money Market Fund * Fidelity Government Money Market | Mutual Funds | — | — | $307K | <0.1% | |
| Stable Value Funds * Fidelity Short-Term Investment Fund | Stable Value | — | — | $222K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
