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Original filing (PDF)20251015093545NAL0004194225001
TAYLOR COMMUNITY
Form 5500
FILING_RECEIVED
TAYLOR COMMUNITY SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 3
62% in single holding~96 bps in Sched C feesNo recordkeeper disclosed
Active participants
249
Accounts w/ balance
245
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Wellington Fund Admiral Registered Investment Company" is 62% of plan.
- 96 bps in Schedule C fees — 85% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR COMMUNITY.
Plan sponsor
Name
TAYLOR COMMUNITY
EIN
02-0222149
Address
435 UNION AVE · LACONIA, NH · 032462814
Phone
(603) 366-1212
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
TAYLOR COMMUNITY
EIN
02-0222149
City
LACONIA, NH
Phone
(603) 524-5600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
NATHAN WECHSLER & CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $37K | — |
| BANK OF NEW HAMPSHIRE | 02-0155840 | — | NONE | $29K | — |
Investments
23 direct securities · 1 pooled fund· $6.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.5M
23 holdings
Common Collective Trust
$216K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral Registered Investment Company | — | — | — | $4.2M | 61.1% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $384K | 5.6% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $318K | 4.7% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $238K | 3.5% | |
| FEDERATED HERMES CAP PRESERVATION FEDERATED HERMES SERVICE CO. INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $216K | 3.2% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $212K | 3.1% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $167K | 2.4% | |
| Individually Directed Account Self-Directed Brokerage Account | — | — | — | $152K | 2.2% | |
| American Funds Washington Mutual R4 Registered Investment Company | — | — | — | $135K | 2.0% | |
| Fidelity Contrafund Registered Investment Company | — | — | — | $127K | 1.9% | |
| Vanguard Small-Cap Index Signal Registered Investment Company | — | — | — | $96K | 1.4% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $93K | 1.4% | |
| Janus Henderson Triton Fund Class T Registered Investment Company | — | — | — | $76K | 1.1% | |
| Federated Hermes Mid-Cap Index Registered Investment Company | — | — | — | $67K | 1.0% | |
| Vanguard Short Term Federal Admiral Registered Investment Company | — | — | — | $43K | 0.6% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $41K | 0.6% | |
| American Funds Europacific Growth Fund R4 Registered Investment Company | — | — | — | $40K | 0.6% | |
| Invesco Global A Registered Investment Company | — | — | — | $39K | 0.6% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $25K | 0.4% | |
| Dodge and Income fund Registered Investment Company | — | — | — | $16K | 0.2% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $9K | 0.1% | |
| Neuberger Berman High Income Registered Investment Company | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $6K | <0.1% |
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