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

> Mccormick Taylor, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mccormick Taylor, INC.

- **Sponsor EIN:** 231683759

- **Sponsor Address:** 1818 MARKET STREET, PHILADELPHIA, PA, 19103

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

- **Total Participants:** 407

- **Total Assets:** $84.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|407|$84.7M|$812,074|$3.8M|

| 2023|400|$77.7M|$733,850|$3.5M|

| 2022|388|$64.2M|$275,987|$3.0M|

## 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|

| COMMONWEALTH EQUITY SERVICES LLC|INVESTMENT ADVISOR|$162,582|—|$162,582|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$40,216|—|$40,216|

| EMPOWER ANNUITY INS CO. OF AMERICA|RECORD KEEPER|$35,138|—|$35,138|

| DELAWARE VALLEY RETIREMENT, INC.|THIRD PARTY ADMINISTRATO|$13,500|$10,000|$23,500|

| CLIFTON LARSON ALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $261,436

- **Estimated Expense Ratio:** 0.309% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mccormick-taylor-inc-401k-plan)

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