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Original filing (PDF)20251014155940NAL0003341441001
TAYLOR CREATIVE INC
Form 5500
FILING_RECEIVED
TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
190
Accounts w/ balance
170
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Thornburg THRNBG INTL EQTY R3 " is 31% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR CREATIVE INC.
Plan sponsor
Name
TAYLOR CREATIVE INC
EIN
01-0569452
Address
1450 BROADWAY FL 28 · NEW YORK, NY · 100182228
Phone
(917) 613-7375
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
Investments
20 direct securities· $6.2M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Thornburg THRNBG INTL EQTY R3 | — | — | — | $1.9M | 28.4% | |
| Capital Group AMFDS FDMTL INV R3 | — | — | — | $999K | 15.0% | |
| JPMorgan JPM SMRET 2030 R2 | — | — | — | $986K | 14.8% | |
| Fidelity FA FREEDOM 2040 M | — | — | — | $564K | 8.5% | |
| Franklin Templeton FRNKLN RISING DIVS A | — | — | — | $388K | 5.8% | |
| Fidelity FA EQUITY INC M | — | — | — | $320K | 4.8% | |
| maturities through January 2030 | — | — | — | $284K | 4.3% | |
| Franklin Templeton FRANKLIN INCOME R | — | — | — | $220K | 3.3% | |
| Transamerica TRS SM MD CP VAL A | — | — | — | $181K | 2.7% | |
| Macquarie MCQRY WEALTH BUILD R | — | — | — | $95K | 1.4% | |
| Franklin Templeton FRK LW DR US GV SC A | — | — | — | $81K | 1.2% | |
| Fidelity FA GOVT MMKT | — | — | — | $60K | 0.9% | |
| Fidelity FA FREEDOM 2050 M | — | — | — | $43K | 0.7% | |
| Fidelity FA FREEDOM 2045 M | — | — | — | $33K | 0.5% | |
| Fidelity FA FREEDOM 2025 M | — | — | — | $20K | 0.3% | |
| Fidelity FA FREEDOM 2035 M | — | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2030 M | — | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2020 M | — | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2015 M | — | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2010 M | — | — | — | $2K | <0.1% |
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