Plan Snapshot
- Plan Sponsor: Taylor United, INC.
- Sponsor EIN: 910853722
- Sponsor Address: 130 SE LYNCH ROAD, SHELTON, WA, 98584
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $32.8M
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 | 497 | $32.8M | $706,683 | $1.1M |
| 2023 | 611 | $29.1M | $628,987 | $989,463 |
| 2022 | 489 | $25.5M | $598,478 | $872,435 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | NONE | $52,447 | — | $52,447 |
| NWIC DBA NWPS | NONE | $24,421 | — | $24,421 |
| CHARLES TRUST SCHWAB BANK | NONE | $10,007 | — | $10,007 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — NONE
- NWIC DBA NWPS — NONE
- CHARLES TRUST SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,875
- Estimated Expense Ratio: 0.265% 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 | $86,876 | $52,447 | — | — | — |
| 2023 | $77,849 | $44,712 | $24,140 | — | — |
| 2022 | $60,429 | $46,309 | $4,201 | — | — |