Original filing (PDF)20250929094553NAL0026405426001

TAYLOR OSWALD, LLC

Name: TAYLOR OSWALD, LLC — TAYLOR OSWALD 401(K) PLAN, Form 5500 (2024)
Creator: TAYLOR OSWALD, LLC

Form 5500-SF

FILING_RECEIVED

TAYLOR OSWALD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TAYLOR OSWALD, LLC

EIN

32-0345381all filings

Address

1100 SUPERIOR AVE. · #1300 · CLEVELAND, OH · 44114

Phone

(888) 829-5670

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