Plan Snapshot
- Plan Sponsor: Taylor Team Relocation
- Sponsor EIN: 731678292
- Sponsor Address: 4945 SCARLET LN STE 9, STOW, OH, 442241057
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $3.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $3.7M | $134,669 | $237,371 |
| 2023 | 167 | $3.0M | $128,584 | $229,681 |
| 2022 | 150 | $2.5M | $112,454 | $223,603 |
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 |
|---|---|---|---|---|
| BOBER, MARKEY, FEDOROVICH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER, MARKEY, FEDOROVICH & COMPANY — 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 | $24,999 | $17,508 | $7,491 | — | — |
| 2023 | $25,576 | $19,304 | $6,272 | — | — |
| 2022 | $23,945 | $18,577 | $5,368 | — | — |