How big is Taylor & Lloyd, Inc.'s plan?

Taylor & Lloyd, Inc.'s plan reported $1.2M in assets and 26 participants for 2024.

Original filing (PDF)20251219135038NAL0006410689001

Taylor & Lloyd, Inc.

Name: Taylor & Lloyd, Inc. — Taylor & Lloyd, Inc. 401(k), Form 5500 (2024)
Creator: Taylor & Lloyd, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taylor & Lloyd, Inc. 401(k) Plan & Trust

401(k) retirement plan · Taylor & Lloyd, Inc.'s Taylor & Lloyd, Inc. 401(k) Plan & Trust held $1.2M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Taylor & Lloyd, Inc.'s EIN is 04-2395522.

EIN 04-2395522

Plan number 001

Plan year 2024

ACK ID 20251219135038NAL0006410689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taylor & Lloyd, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taylor & Lloyd, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAYLOR & LLOYD, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off