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 a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $187K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Hand Composite Employee Benefit Trust Common collective trust fund | Common Collective Trusts | — | $9.9M | $10.2M | 36.6% | |
| RIVER & MERCANTILE LONG CREDIT FUND HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 107 | Common Collective Trust | — | — | $10.2M | 36.6% | |
| Charles Schwab Interest-bearing cash | Mutual Funds | — | $2.7M | $2.7M | 9.6% | |
| Schwab US Large-Cap Growth Index Fund Mutual fund | Common Collective Trusts | — | $2.2M | $2.3M | 8.3% | |
| Diamond Hill Large Cap Fund Mutual fund | Other securities | — | $1.4M | $2.1M | 7.6% | |
| Vanguard Total Stock Market Index Fund Mutual fund | Common Collective Trusts | — | $506K | $1.7M | 6.0% | |
| U.S. Treasury STRIP U.S. government security | Other securities | — | $1.4M | $1.4M | 4.9% | |
| Vanguard Mid-Cap Growth Investment Mutual fund | Mutual Funds | — | $1.0M | $1.2M | 4.3% | |
| Dodge & Cox Intl Stock Fund Mutual fund | Mutual Funds | — | $884K | $1.2M | 4.2% | |
| Fidelity Adv Diversified International Mutual fund | Mutual Funds | — | $964K | $1.2M | 4.2% | |
| Vanguard Interim-term Investment Grade A Mutual fund | Mutual Funds | — | $1.3M | $1.2M | 4.2% | |
| Vanguard Short-Term Corp Bond Mutual fund | Mutual Funds | — | $1.1M | $1.1M | 3.8% | |
| U.S. Treasury STRIP U.S. government security | Other securities | — | $905K | $814K | 2.9% | |
| Cohen & Steers Realty Shares Mutual fund | Other securities | — | $339K | $355K | 1.3% | |
| Vanguard Small Cap Index Admiral Mutual fund | Mutual Funds | — | $135K | $307K | 1.1% | |
| U.S. Treasury BD U.S. government security | Other securities | — | $271K | $272K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
