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Original filing (PDF)20251002150529NAL0000975136001
TAYLOR CORPORATION
Form 5500
FILING_RECEIVED
TAYLOR CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
8,381
Accounts w/ balance
9,567
Plan assets (EOY)
$910.3M
Net assets (EOY)
$910.3M
How this plan invests
This plan
23 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 CORPORATION.
Plan sponsor
Name
TAYLOR CORPORATION
EIN
41-0852411
Address
1725 ROE CREST DRIVE · NORTH MANKATO, MN · 560031807
Phone
(507) 625-2828
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $346K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | INVESTMENT ADVISOR | $104K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY | 45-0250958 | — | ACCOUNTANT | $31K | — |
Investments
9 direct securities · 23 pooled funds· $910.3M(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.
Common Collective Trust
$798.5M
23 holdings
Uncategorized
$111.8M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $156.5M | 17.2% | |
| WINSLOW LG CP GR I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 131 | Common Collective Trust | — | — | $92.9M | 10.2% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $75.3M | 8.3% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $73.1M | 8.0% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $71.9M | 7.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $63.8M | 7.0% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $55.8M | 6.1% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $41.7M | 4.6% | |
| NT S&P 400 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $39.9M | 4.4% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $38.0M | 4.2% | |
| JP Morgan Equity Income R5 Mutual fund N/A | — | — | — | $31.9M | 3.5% | |
| Vanguard International Growth Mutual fund N/A | — | — | — | $27.6M | 3.0% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund N/A | — | — | — | $14.9M | 1.6% | |
| Notes Receivable from Participants Maturing 2025-2039, interest rates of 4.25% - 9.50% - | — | — | — | $14.5M | 1.6% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $14.2M | 1.6% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $13.9M | 1.5% | |
| Franklin Small Cap Growth Mutual fund N/A | — | — | — | $12.8M | 1.4% | |
| NT RSL 2000 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $10.2M | 1.1% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $10.2M | 1.1% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $7.4M | 0.8% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.8% | |
| Franklin Small Cap Value Fund Mutual fund N/A | — | — | — | $6.7M | 0.7% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.5% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| Vang Vmmr Fed Mmkt Money market mutual fund N/A | — | — | — | $1.8M | 0.2% | |
| T. Rowe Price Intl Discovery Mutual fund N/A | — | — | — | $1.5M | 0.2% | |
| TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $716K | <0.1% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $278K | <0.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $255K | <0.1% | |
| Insurance held by participants Individual policies N/A | — | — | — | $107K | <0.1% |