Original filing (PDF)20250905153402NAL0035885698001

TAYLOR & ASSOCIATES, ATTORNEYS AT LAW, P.L.

Name: TAYLOR & ASSOCIATES, ATTORNEYS AT LAW, P.L. — TAYLOR & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: TAYLOR & ASSOCIATES, ATTORNEYS AT LAW, P.L.

Form 5500-SF

FILING_RECEIVED

TAYLOR & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR & ASSOCIATES, ATTORNEYS AT LAW, P.L..

Plan sponsor

Name

TAYLOR & ASSOCIATES, ATTORNEYS AT LAW, P.L.

EIN

27-4501640

Address

20 3RD STREET S.W. · SUITE 209 · WINTER HAVEN, FL · 33880

Phone

(863) 875-6950

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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