Mary Taylor signed Taylor Creative Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taylor Creative Inc.'s EIN is 01-0569452.
Download the official 2024 Form 5500 (PDF) for Taylor Creative Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor Creative Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Thornburg THRNBG INTL EQTY R3 | Other securities | — | — | $1.9M | 28.4% | |
| Capital Group AMFDS FDMTL INV R3 | Common Stocks | — | — | $999K | 15.0% | |
| JPMorgan JPM SMRET 2030 R2 | Other securities | — | — | $986K | 14.8% | |
| Fidelity FA FREEDOM 2040 M | Mutual Funds | — | — | $564K | 8.5% | |
| Franklin Templeton FRNKLN RISING DIVS A | Mutual Funds | — | — | $388K | 5.8% | |
| Fidelity FA EQUITY INC M | Mutual Funds | — | — | $320K | 4.8% | |
| maturities through January 2030 | Other securities | — | — | $284K | 4.3% | |
| Franklin Templeton FRANKLIN INCOME R | Mutual Funds | — | — | $220K | 3.3% | |
| Transamerica TRS SM MD CP VAL A | Other securities | — | — | $181K | 2.7% | |
| Macquarie MCQRY WEALTH BUILD R | Other securities | — | — | $95K | 1.4% | |
| Franklin Templeton FRK LW DR US GV SC A | Mutual Funds | — | — | $81K | 1.2% | |
| Fidelity FA GOVT MMKT | Mutual Funds | — | — | $60K | 0.9% | |
| Fidelity FA FREEDOM 2050 M | Mutual Funds | — | — | $43K | 0.7% | |
| Fidelity FA FREEDOM 2045 M | Mutual Funds | — | — | $33K | 0.5% | |
| Fidelity FA FREEDOM 2025 M | Mutual Funds | — | — | $20K | 0.3% | |
| Fidelity FA FREEDOM 2035 M | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2030 M | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2020 M | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2015 M | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FA FREEDOM 2010 M | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
