Back to filter
Original filing (PDF)20251013101905NAL0002388434001
TAYLOR DEVICES, INC.
Form 5500
FILING_RECEIVED
TAYLOR DEVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
136
Accounts w/ balance
165
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR DEVICES, INC..
Plan sponsor
Name
TAYLOR DEVICES, INC.
EIN
16-0797789
Address
90 TAYLOR DRIVE · NORTH TONAWANDA, NY · 141206832
Phone
(716) 694-1124
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS LLC | 27-4034238 | — | ADVISOR | $30K | — |
Investments
1 direct security · 1 pooled fund· $653K(4% 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
$327K
1 holding
Common Collective Trust
$327K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CORE | — | — | $373K | $327K | 1.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $327K | 1.8% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
MEDICAL DIAGNOSTIC ASSOCIATES,PA
MEDICAL DIAGNOSTIC ASSOCIATES, PA EMPLOYEES' PROFIT SHARING PLAN
$18.6M · 64 participants
THE WILL-BURT COMPANY
THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN
$18.6M · 311 participants
PROCESS MACHINERY, INC.
PROCESS MACHINERY, INC. PROFIT SHARING PLAN
$18.6M · 98 participants
TRUSTEES OF THE LOCAL 202 SHEET METAL WORKERS PENSION FUND
LOCAL 202 SHEET METAL WORKERS PENSION FUND
$18.4M · 11 participants
ASSOCIATED STEEL GROUP, LLC
ASSOCIATED STEEL GROUP, LLC 401(K) PLAN
$18.4M · 767 participants
MADISON ONE HOLDINGS, LLC
MADISON ONE HOLDINGS, LLC 401(K) RETIREMENT PLAN
$18.4M · 131 participants
Large plans in New York
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM PERSONAL PENSION PLAN
$17.9B · 43,052 participants