# Taylor Corporation 401(k) Plan
Source: https://planprovider.pro/companies/taylor-corporation-401k-plan

> Taylor Corporation's 401(k) plan: 8,381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taylor Corporation

- **Sponsor EIN:** 410852411

- **Sponsor Address:** 1725 ROE CREST DRIVE, NORTH MANKATO, MN, 560031807

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

- **Total Participants:** 8,381

- **Total Assets:** $910.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|8,381|$910.3M|$11.9M|$46.7M|

| 2023|8,204|$845.6M|$12.5M|$46.5M|

| 2022|8,560|$736.0M|$8.8M|$41.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$346,024|—|$346,024|

| CAPTRUST FINANCIAL ADVISORS|INVESTMENT ADVISOR|$103,750|—|$103,750|

| EIDE BAILLY|ACCOUNTANT|$30,500|—|$30,500|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $480,274

- **Estimated Expense Ratio:** 0.053% 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|$480,274|$103,750|$2,100|$30,500|—|

| 2023|$525,089|$85,000|$2,100|$27,790|—|

| 2022|$336,088|—|—|—|—|

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