Plan Snapshot
- Plan Sponsor: Taylor Made Golf Company, INC.
- Sponsor EIN: 330831814
- Sponsor Address: 5545 FERMI CT, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 911
- Total Assets: $206.3M
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 | 911 | $206.3M | $4.1M | $7.7M |
| 2023 | 846 | $182.8M | $3.9M | $7.2M |
| 2022 | 787 | $150.3M | $3.5M | $6.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $104,312 | — | $104,312 |
| GRP FINANCIAL | NONE | $48,000 | — | $48,000 |
| VASQUEZ AND COMPANY LLP | NONE | $18,060 | — | $18,060 |
| LPL FINANCIAL LLC | NONE | $11,351 | — | $11,351 |
| PURE FINANCIAL ADVISORS LLC | NONE | $6,691 | — | $6,691 |
| DAVID PAIK | NONE | $6,615 | — | $6,615 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- GRP FINANCIAL — NONE
- VASQUEZ AND COMPANY LLP — NONE
- LPL FINANCIAL LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,029
- Estimated Expense Ratio: 0.095% 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 | $227,957 | $112,751 | $6,432 | $13,000 | — |
| 2023 | $181,484 | $82,025 | $20,545 | — | — |
| 2022 | $173,087 | $56,460 | — | — | $27,845 |