# Taylor-Listug, INC. Dba Taylor Guitars 401(k) Plan
Source: https://planprovider.pro/companies/taylor-listug-inc-dba-taylor-guitars-401k-plan

> Taylor-Listug, INC. Dba Taylor Guitars's 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Taylor-Listug, INC. Dba Taylor Guitars

- **Sponsor EIN:** 330008323

- **Sponsor Address:** 1980 GILLESPIE WAY, EL CAJON, CA, 920201096

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

- **Total Participants:** 413

- **Total Assets:** $59.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|413|$59.8M|$1.2M|$2.2M|

| 2023|457|$57.2M|$149,325|$2.3M|

| 2022|518|$51.2M|$1.5M|$2.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$47,914|—|$47,914|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,914

- **Estimated Expense Ratio:** 0.080% 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|$47,931|—|$47,931|—|—|

| 2023|$48,485|—|$48,485|—|—|

| 2022|$46,841|—|$46,841|—|—|

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