Original filing (PDF)20250925103428NAL0003473795001

Taylor, Wiseman & Taylor

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

Form 5500

FILING_RECEIVED

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan

401(k) retirement plan · Taylor, Wiseman & Taylor's Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan held $38.5M in plan assets for 113 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

1 failed disclosureLate participant contributions32% in single holdingHigh average account balance

Active participants

113

Accounts w/ balance

173

Plan assets (EOY)

$38.5M

Net assets (EOY)

$38.5M

How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TAYLOR, WISEMAN & TAYLOR

EIN

22-1892933all filings

Address

804 EAST DRIVE · SUITE 100 · MT. LAUREL, NJ · 08054

Phone

(856) 235-7200

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

39 direct securities · 1 pooled fund· $40.0M(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.

Mutual Funds

$34.4M

29 holdings

Common Collective Trusts

$2.4M

4 holdings

Common Collective Trust

$1.7M

1 holding

Common Stocks

$775K

1 holding

Other securities

$690K

4 holdings

Bonds / Notes

$56K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Contrafund K	Mutual Funds	—	—	$12.4M	32.2%
Fidelity Management Trust Company Fidelity Blue Chip Growth K Fund	Mutual Funds	—	—	$6.1M	15.9%
Fidelity Management Trust Company Fidelity Low-Priced Stock K Fund	Mutual Funds	—	—	$2.6M	6.9%
Fidelity Management Trust Company Fidelity Balanced K Fund	Mutual Funds	—	—	$1.9M	5.0%
Fidelity Management Trust Company Fidelity Managed Income Portfolio	Mutual Funds	—	—	$1.7M	4.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.7M	4.4%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.6M	4.2%
Fidelity Management Trust Company Fidelity Freedom 2035 K6 Fund	Mutual Funds	—	—	$1.4M	3.8%
Fidelity Management Trust Company Fidelity Freedom 2030 K6 Fund	Mutual Funds	—	—	$1.4M	3.5%
Fidelity Management Trust Company Fidelity Asset Manager 50% Fund	Mutual Funds	—	—	$1.2M	3.2%
Fidelity Management Trust Company Fidelity Freedom 2045 K6 Fund	Mutual Funds	—	—	$796K	2.1%
Baron Capital Group Baron Growth Fund INST	Common Stocks	—	—	$775K	2.0%
Fidelity Management Trust Company Fidelity Diversified International K Fund	Mutual Funds	—	—	$595K	1.5%
Fidelity Management Trust Company Fidelity Freedom 2055 K6 Fund	Mutual Funds	—	—	$481K	1.2%
Fidelity Management Trust Company Fidelity Freedom 2060 K6 Fund	Mutual Funds	—	—	$458K	1.2%
Fidelity Management Trust Company Fidelity Freedom 2040 K6 Fund	Mutual Funds	—	—	$431K	1.1%
Fidelity Management Trust Company Fidelity Worldwide Fund	Mutual Funds	—	—	$364K	0.9%
Fidelity Management Trust Company Fidelity Freedom 2050 K6 Fund	Mutual Funds	—	—	$345K	0.9%
Fidelity Management Trust Company Fidelity International Index Fund	Common Collective Trusts	—	—	$343K	0.9%
Fidelity Management Trust Company Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$323K	0.8%
Fidelity Management Trust Company Fidelity Government Money Market K6 Fund	Mutual Funds	—	—	$315K	0.8%
American Beacon American Beacon Large Cap Fund INST	Other securities	—	—	$260K	0.7%
Fidelity Management Trust Company Fidelity Fund	Mutual Funds	—	—	$257K	0.7%
Fidelity Management Trust Company Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$250K	0.7%
Fidelity Management Trust Company Fidelity Total Bond Fund	Mutual Funds	—	—	$247K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2025 K6 Fund	Mutual Funds	—	—	$201K	0.5%
Principal Fund Management Principal SmallCap R6 Fund	Other securities	—	—	$201K	0.5%
Fidelity Management Trust Company Cash	Mutual Funds	—	—	$189K	0.5%
Fidelity Management Trust Company Fidelity Freedom 2020 K6 Fund	Mutual Funds	—	—	$173K	0.4%
Fidelity Management Trust Company Fidelity High Income	Mutual Funds	—	—	$155K	0.4%
Fidelity Management Trust Company Fidelity Freedom 2065 K6 Fund	Mutual Funds	—	—	$150K	0.4%
Hartford Schroder Funds Hartford Emerging Markets Equity Fund	Other securities	—	—	$147K	0.4%
Fidelity Management Trust Company Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$94K	0.2%
PIMCO Real Return INST	Mutual Funds	—	—	$86K	0.2%
Ariel Investments, LLC Ariel Appreciation Fund INST	Other securities	—	—	$82K	0.2%
Fidelity Management Trust Company Fidelity Freedom Income K6 Fund	Mutual Funds	—	—	$65K	0.2%
Notes receivable from participants Interest rates at 6.00%	Bonds / Notes	—	—	$56K	0.1%
Fidelity Management Trust Company External Fund	Mutual Funds	—	—	$39K	0.1%
Fidelity Management Trust Company Fidelity Freedom 2010 K6 Fund 259 * Fidelity Management Trust Company Fidelity Freedom 2015 K6 Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2065 K6 Fund	Mutual Funds	—	—	$2K	<0.1%