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Original filing (PDF)20251001123440NAL0014245248001
TAYLOR ENTERPRISES INC.
Form 5500
FILING_RECEIVED
TAYLOR ENTERPRISES INC. 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
179
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR ENTERPRISES INC..
Plan sponsor
Name
TAYLOR ENTERPRISES INC.
EIN
20-5203874
Address
135 N CHURCH STREET, SUITE 400 · SPARTANBURG, SC · 29306
Phone
(864) 316-0204
Industry
Wholesale Tradesee 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
2025-10-01
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREER WALKER CPAS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST COMPA | — | RALEIGH, NC | INVESTMENT ADVISOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $885 | — |
Investments
29 direct securities · 3 pooled funds· $7.5M(100% 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
$6.7M
29 holdings
Common Collective Trust
$717K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party in interest lessor or similar party rate of interest, collateral, par or maturity value BlackRock Lifepath Index 2030 K Mutual fund | — | — | — | $785K | 10.5% | |
| Vanguard 500 Index Fund - Admiral Mutual fund | — | — | — | $738K | 9.9% | |
| BlackRock Lifepath Index 2040 K Mutual fund | — | — | — | $661K | 8.9% | |
| AB US LARGE CAP GROWTH CIT W SERS P GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $584K | 7.8% | |
| Vanguard Total Stock Mrk Index - Admiral Mutual fund | — | — | — | $569K | 7.6% | |
| BlackRock Lifepath Index 2050 K Mutual fund | — | — | — | $530K | 7.1% | |
| BlackRock Mid-Cap Growth Equity K Mutual fund | — | — | — | $397K | 5.3% | |
| BlackRock Lifepath Index Retirement K Mutual fund | — | — | — | $357K | 4.8% | |
| Vanguard Small Cap Index Fund - Admiral Mutual fund | — | — | — | $355K | 4.8% | |
| BlackRock Lifepath Index 2035 K Mutual fund | — | — | — | $323K | 4.3% | |
| Federated Government Obligs Premie Mutual fund | — | — | — | $316K | 4.2% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $291K | 3.9% | |
| BlackRock Lifepath Index 2045 K Mutual fund | — | — | — | $248K | 3.3% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $208K | 2.8% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $180K | 2.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $174K | 2.3% | |
| GOALVIEW MODERATE INSTITUTIONAL HAND BENEFITS AND TRUST · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $131K | 1.8% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $105K | 1.4% | |
| BlackRock Lifepath Index 2055 K Mutual fund | — | — | — | $96K | 1.3% | |
| Vanguard Inflation-Protected Secs Adm Mutual fund | — | — | — | $74K | 1.0% | |
| BlackRock LifePath Index 2060 K Mutual fund | — | — | — | $73K | 1.0% | |
| Federated Hermes Mdt Small Cp Core Fd IS Mutual fund | — | — | — | $60K | 0.8% | |
| BlackRock LifePath Index 2065 K Mutual fund | — | — | — | $58K | 0.8% | |
| Baird Aggregate Bond Inst Mutual fund | — | — | — | $58K | 0.8% | |
| Federated Hermes Government Obligations Fund Mutual fund | — | — | — | $34K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $18K | 0.2% | |
| Fidelity Short-Term Bond Index Mutual fund | — | — | — | $11K | 0.1% | |
| Delaware Emerging Markets R6 Mutual fund | — | — | — | $7K | <0.1% | |
| BlackRock Advantage International K Mutual fund | — | — | — | $7K | <0.1% | |
| Pioneer Strategic Income K Mutual fund | — | — | — | $3K | <0.1% | |
| COHEN AND STEERS U S REALTY CIT CLA COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $2K | <0.1% | |
| BlackRock High Yield Bond Portfolio K Mutual fund | — | — | — | $1K | <0.1% |
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