Original filing (PDF)20251029110642NAL0001573986001

Taylored Services, LLC

Name: Taylored Services, LLC — Taylored Services, LLC, Form 5500 (2024)
Creator: Taylored Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Taylored Services, LLC 401(k) Employee Savings Plan

401(k) retirement plan · Taylored Services, LLC's Taylored Services, LLC 401(k) Employee Savings Plan filed a Form 5500 for plan year 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jennifer Anelli signed Taylored Services, LLC's 2024 Form 5500 as plan administrator.

Jennifer Anelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Taylored Services, LLC's EIN is 26-2393663.

EIN 26-2393663

Plan number 001

Plan year 2024

ACK ID 20251029110642NAL0001573986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taylored Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taylored Services, LLC'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 TAYLORED SERVICES, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TAYLORED SERVICES, LLC

EIN

all filings

Address

1495 E. LOCUST STREET · ONTARIO, CA · 91761

Phone

(732) 860-5743

Industry

Wholesale Trade

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

2025-10-29

Pension benefit codes

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	82-4555287	IRVINE, CA	RECORDKEEPER	$24K	—
FUTUREPLAN BY ASCENSUS	82-3719843	BRAINERD, MN	CONTRACT ADMIN	$6K	—

Investments

1 pooled fund· $0

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.