Plan Snapshot
- Plan Sponsor: Taylor Management Company
- Sponsor EIN: 223453177
- Sponsor Address: 80 SOUTH JEFFERSON ROAD - 2ND FLOOR, WHIPPANY, NJ, 079811056
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $8.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 231 | $8.6M | $162,698 | $715,342 |
| 2023 | 232 | $7.2M | $137,423 | $603,152 |
| 2022 | 218 | $5.1M | $114,263 | $527,160 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $55,144 | — | $55,144 |
| MML INVESTORS SERVICES LLC | BROKER/ADVISER | — | $18,995 | $18,995 |
| HULSE & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HULSE & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,139
- Estimated Expense Ratio: 0.862% 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 | $59,015 | — | — | — | — |
| 2023 | $41,264 | — | — | — | — |
| 2022 | $40,816 | — | $40,816 | — | — |