Plan Snapshot
- Plan Sponsor: Taylor Made Sales Agency, INC
- Sponsor EIN: 205056277
- Sponsor Address: 2765 UNION MILL RD, NICHOLASVILLE, KY, 40356
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $17.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $17.7M | $113,615 | $234,267 |
| 2023 | 194 | $15.4M | $109,039 | $235,087 |
| 2022 | 108 | $14.2M | $119,042 | $250,966 |
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 |
|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS INC. | Recordkeeper | — | $8,098 | $8,098 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,098
- Estimated Expense Ratio: 0.046% 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 | $16,511 | $296 | $4,200 | — | — |
| 2023 | $1,773 | — | $1,773 | — | — |
| 2022 | $1,650 | — | $1,650 | — | — |