· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TAYLOR & LLOYD, INC. — TAYLOR & LLOYD, INC. 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251219135038NAL0006410689001
TAYLOR & LLOYD, INC.
Form 5500-SF
FILING_RECEIVED
TAYLOR & LLOYD, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
26
Accounts w/ balance
14
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TAYLOR & LLOYD, INC.
.
Find decision makers
Plan sponsor
Name
TAYLOR & LLOYD, INC.
EIN
04-2395522
Address
8 RAILROAD AVENUE · BEDFORD, MA · 01730
Phone
(781) 275-9290
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-12-19
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
THE TRAILER DEPOT, LLC
THE TRAILER DEPOT, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 11 participants
DAVID'S TRAILERS, INC.
DAVID'S TRAILERS, INC. 401(K) PLAN
$1.2M · 13 participants
COMO ROADS LLC THUNDER MOUNTAIN HAR
THUNDER MOUNTAIN HARLEY DAVIDSON 401(K) PLAN
$1.2M · 38 participants
WFM ENTERPRISES, LLC
WFM ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 113 participants
TAMPA MACHINERY AUCTION, INC.
TAMPA MACHINERY AUCTION, INC. CASH BALANCE PLAN
80
Knocking points off
54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M
BARNETT HARLEY DAVIDSON, L.P.
BARNETT HARLEY DAVIDSON, LP 401(K) PS & TRUST
$1.2M · 99 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
