# Taylor Management Company 401(k) Plan
Source: https://planprovider.pro/companies/taylor-management-company-401k-plan

> Taylor Management Company's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/hulse-and-associates-pc) — 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|—|—|

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