Plan Snapshot
- Plan Sponsor: Taylor Cadillac, INC. Dba Taylor Kia
- Sponsor EIN: 341573212
- Sponsor Address: 6100 W CENTRAL AVE, TOLEDO, OH, 436151806
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $11.2M
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 | 228 | $11.2M | $179,671 | $883,787 |
| 2023 | 229 | $10.0M | $190,847 | $914,490 |
| 2022 | 221 | $9.0M | $203,476 | $985,047 |
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 |
|---|---|---|---|---|
| DEMARCO & ASSOCIATES CPA'S, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,889 | — | $16,889 | — | — |
| 2023 | $8,550 | $4,231 | — | — | — |
| 2022 | $7,835 | $3,741 | $4,094 | — | — |