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Original filing (PDF)20250730085004NAL0002189907001
J.F. TAYLOR, INC.
Form 5500
FILING_RECEIVED
J.F. TAYLOR, INC. 401(K) PLAN
401(k) retirement plan
Active participants
571
Accounts w/ balance
682
Plan assets (EOY)
$146.5M
Net assets (EOY)
$146.5M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.F. TAYLOR, INC..
Plan sponsor
Name
J.F. TAYLOR, INC.
EIN
52-1397047
Address
45671 PLEASANT MILL DRIVE · GREAT MILLS, MD · 20634
Phone
(301) 862-3939
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Investments
28 direct securities· $146.6M(100% of reported assets)
Uncategorized
$145.5M
27 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $16.9M | 11.5% | |
| American Century Ultra R6 Mutual Fund | — | — | — | $15.4M | 10.5% | |
| Vanguard 500 Index Fund - Admiral Mutual Fund | — | — | — | $14.1M | 9.6% | |
| Putnam Income R6 Mutual Fund | — | — | — | $12.6M | 8.6% | |
| Federated Hermes Govt Obl Advisor Mutual Fund | — | — | — | $11.3M | 7.7% | |
| American Funds Growth Fund of America R6 Mutual Fund | — | — | — | $10.3M | 7.0% | |
| American Funds Europacific Growth Fund R6 Mutual Fund | — | — | — | $9.6M | 6.5% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $7.4M | 5.1% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $6.0M | 4.1% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $5.0M | 3.4% | |
| American Funds New Perspective Fund R6 Mutual Fund | — | — | — | $4.6M | 3.1% | |
| Goldman Sachs SM Cap EQ Insights R6 Mutual Fund | — | — | — | $4.4M | 3.0% | |
| MFS International Intrinsic Value R6 Mutual Fund | — | — | — | $4.3M | 2.9% | |
| American Funds Washington Mutual Fund R6 Mutual Fund | — | — | — | $4.2M | 2.9% | |
| Vanguard Total Stock Market Index - Admiral Mutual Fund | — | — | — | $3.2M | 2.2% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $3.1M | 2.1% | |
| T. Rowe Price Spectrum Mod Growth Alloc Fund I Mutual Fund | — | — | — | $2.9M | 2.0% | |
| American Funds U. S. Government Fund R6 Mutual Fund | — | — | — | $2.4M | 1.6% | |
| Putnam Core Equity Fund R6 Mutual Fund | — | — | — | $2.1M | 1.4% | |
| Vanguard Mid Cap Index Adm - Admiral Mutual Fund | — | — | — | $1.5M | 1.0% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $1.4M | 1.0% | |
| Vanguard Total Intl Stock Index - Admiral Mutual Fund | — | — | — | $1.4M | 0.9% | |
| and Common Stocks * Schwab Self-Directed Brokerage Accounts | Mutual Funds | — | — | $1.1M | 0.8% | |
| With Maturity Dates to November 2029 -0- | — | — | — | $764K | 0.5% | |
| Touchstone Mid Cap Fund R6 Mutual Fund | — | — | — | $534K | 0.4% | |
| Pear Tree Polaris Fgn Value Small Cap R6 Mutual Fund | — | — | — | $140K | <0.1% | |
| Putnam International Value R6 Mutual Fund | — | — | — | $65K | <0.1% | |
| Fidelity Small Cap Value Mutual Fund | — | — | — | $45K | <0.1% |
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