· 2022–2024 · DOL EFAST2

Taliaferro and Browne, Inc. — Taliaferro and Browne, Form 5500 (2024)

Original filing (PDF)20250514100416NAL0019001153001

Taliaferro and Browne, Inc.

Form 5500-SF

FILING_RECEIVED

Taliaferro and Browne, Inc. 401(k) Plan

401(k) retirement plan · Taliaferro and Browne, Inc.'s Taliaferro and Browne, Inc. 401(k) Plan held $9.8M in plan assets for 54 participants in 2024.

Active participants

54

Accounts w/ balance

42

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALIAFERRO AND BROWNE, INC..

Plan sponsor

Name

TALIAFERRO AND BROWNE, INC.

EIN

48-0758891all filings

Address

1020 E 8TH ST · KANSAS CITY, MO · 641061640

Phone

(816) 283-3456

Industry

Engineering Services· Professional & Technical Services

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

2025-05-14

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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