# J.J. Taylor Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-j-taylor-companies-inc-401k-plan

> J.J. Taylor Companies, INC.'s 401(k) plan: 1,196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.J. Taylor Companies, INC.

- **Sponsor EIN:** 042234512

- **Sponsor Address:** 655 NORTH A1A, JUPITER, FL, 33477

- **Plan Type:** 401(k)

- **Total Participants:** 1,196

- **Total Assets:** $132.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,196|$132.4M|$3.4M|$6.2M|

| 2023|773|$99.8M|$2.1M|$4.0M|

| 2022|780|$91.0M|$2.4M|$4.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$100,315|—|$100,315|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$64,411|—|$64,411|

| GRANT THORNTON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,726

- **Estimated Expense Ratio:** 0.124% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$169,143|$68,828|—|—|—|

| 2023|$143,661|$106,197|—|—|—|

| 2022|$257,413|$109,993|$147,420|—|—|

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