AUMdb

Td Banknorth Inc. Pension Plan

Sponsored by Td Bank Us Holding Company · EIN 010437984 · Plan #001

Total assets
$413M
Net assets
$413M
Active participants
1,412
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mentor Capital Management Inc. CRD 123176 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Telus Health Recordkeeping, Participant communication, Direct payment from the plan $422,670
Mellon Capital Management Investment management, Investment management fees (indirect) $362,698
Bank Of New York Mellon Custodial (other), Trustee (institutional), Direct payment from the plan $94,297
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan $81,056
Aon Investments Usa Inc. Consulting (pension), Direct payment from the plan $66,082
Ernst & Young Accounting, Direct payment from the plan $37,586