Michael King signed D. C. Taylor Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D. C. Taylor Co.'s EIN is 42-0839633.
Download the official 2024 Form 5500 (PDF) for D. C. Taylor Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D. C. Taylor Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.2M | 17.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 14.6% | |
| Prin LifeTime 2020 Sep Acct-R6 | Pooled Separate Accounts | — | — | $1.8M | 14.6% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.7M | 13.5% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.5M | 12.0% | |
| Prin SmallCap Growth I SA-R6 | Common Stocks | — | — | $664K | 5.3% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $664K | 5.3% | |
| Prin MidCap Value I SA-R6 | Common Stocks | — | — | $646K | 5.2% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $646K | 5.2% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $528K | 4.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $526K | 4.2% | |
| Prin U.S. Property Sep Acct-R6 | Pooled Separate Accounts | — | — | $526K | 4.2% | |
| Prin LargeCap Growth I SA-R6 | Common Stocks | — | — | $438K | 3.5% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $438K | 3.5% | |
| Participant Loans | Participant loans | — | — | $436K | 3.5% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $375K | 3.0% | |
| Prin LgCap S&P 500 Index SA-R6 | Common Collective Trusts | — | — | $375K | 3.0% | |
| Prin Govt & HQ Bond SA-R6 | Common Stocks | — | — | $347K | 2.8% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $329K | 2.6% | |
| Prin Fin Grp, Inc. Stock SA-R6 | Common Stocks | — | — | $326K | 2.6% | |
| Prin SmCap S&P 600 Index SA-R6 | Common Stocks | — | — | $236K | 1.9% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $236K | 1.9% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $132K | 1.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $71K | 0.6% | |
| Prin MidCap Growth III SA-R6 | Common Stocks | — | — | $71K | 0.6% | |
| Prin Core Plus Bd Sep Acct-R6 | Pooled Separate Accounts | — | — | $53K | 0.4% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $53K | 0.4% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Prin LifeTm 2070 Sep Acct-R6 | Pooled Separate Accounts | — | — | $43K | 0.3% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $43K | 0.3% | |
| Prin Diversified Intl SA-R6 | Common Stocks | — | — | $43K | 0.3% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $38K | 0.3% | |
| Fidelity Adv Intl Cap App A Fd | Mutual Funds | — | — | $38K | 0.3% | |
| Prin Capital Appr SA-R6 | Common Stocks | — | — | $29K | 0.2% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $29K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $21K | 0.2% | |
| Prin Equity Income SA-R6 | Common Stocks | — | — | $21K | 0.2% | |
| Prin Liquid Assets Sep Acct-R6 | Pooled Separate Accounts | — | — | $20K | 0.2% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $20K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $19K | 0.2% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Principal Life Insurance Company | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
