# Taylor Made Sales Agency, INC 401(k) Plan
Source: https://planprovider.pro/companies/taylor-made-sales-agency-inc-401k-plan

> Taylor Made Sales Agency, INC&#39;s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## 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|$16,511|$296|$4,200|—|—|

| 2023|$1,773|—|$1,773|—|—|

| 2022|$1,650|—|$1,650|—|—|

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