Plan Snapshot
- Plan Sponsor: Taylor Publishing Company
- Sponsor EIN: 751251430
- Sponsor Address: 7211 CIRCLE S ROAD, AUSTIN, TX, 78745
- Plan Type: DB
- Total Participants: 13
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13 | $16.5M | $1.3M | $0 |
| 2023 | 16 | $15.6M | $954,421 | $0 |
| 2022 | 112 | $14.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | NONE | $88,053 | — | $88,053 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $31,500 | — | $31,500 |
| US BANK | NONE | $16,011 | — | $16,011 |
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,564
- Estimated Expense Ratio: 0.820% 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 | $402,366 | $31,500 | — | — | — |
| 2023 | $614,308 | $54,025 | — | — | — |
| 2022 | $441,302 | $52,500 | $34,588 | — | $60,550 |