What public Form 5500 filings show about the Taylor & Associates Architects, Inc. 401(k) plan — and how to find and check your own account.
Taylor & Associates Architects, Inc. (EIN 33-0166584) reports TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN on its most recent Form 5500, with $14.9M in plan assets across 109 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Taylor & Associates Architects, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Taylor & Associates Architects, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONCURRENT INVESTMENT ADVISORS.
