How big is Taylor & Mathis Inc.'s plan?

Taylor & Mathis Inc.'s plan reported $17.7M in assets and 22 participants for 2024.

Original filing (PDF)20250710105930NAL0008604992001

Taylor & Mathis Inc.

Name: Taylor & Mathis Inc. — Taylor & Mathis Inc. 401(k), Form 5500 (2024)
Creator: Taylor & Mathis Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taylor & Mathis Inc. 401(k)

401(k) retirement plan · Taylor & Mathis Inc.'s Taylor & Mathis Inc. 401(k) held $17.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

People on this filing

Julie Cochran signed Taylor & Mathis Inc.'s 2024 Form 5500 as plan administrator.

Julie Cochran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Taylor & Mathis Inc.'s EIN is 58-1021972.

EIN 58-1021972

Plan number 001

Plan year 2024

ACK ID 20250710105930NAL0008604992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taylor & Mathis Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taylor & Mathis Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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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 (97th percentile).

Plan sponsor

Name

TAYLOR & MATHIS INC

EIN

all filings

Address

400 INTERSTATE NORTH PKWY SE · STE 850 · ATLANTA, GA · 303395054

Phone

(678) 819-2457

Industry

Real Estate

Plan administrator