Plan Snapshot
- Plan Sponsor: Taylor, Wiseman & Taylor
- Sponsor EIN: 221892933
- Sponsor Address: 804 EAST DRIVE, MT. LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $38.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 113 | $38.5M | $323,449 | $923,953 |
| 2023 | 105 | $32.3M | $393,487 | $896,189 |
| 2022 | 101 | $28.9M | $385,098 | $861,276 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $5,539 | $4,195 | — | — | — |
| 2023 | $5,813 | $4,507 | — | — | — |
| 2022 | $4,334 | $3,373 | — | — | — |