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Original filing (PDF)20251014060551NAL0002197217001
TAYLOR TRANSPORT, INC.
Form 5500
FILING_RECEIVED
TAYLOR TRANSPORT 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
213
Accounts w/ balance
127
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR TRANSPORT, INC..
Plan sponsor
Name
TAYLOR TRANSPORT, INC.
EIN
58-2445706
Address
1708 HIGHWAY 113 SW · CARTERSVILLE, GA · 30120
Phone
(770) 387-7500
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
NICHOLS CAULEY & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
30 direct securities · 1 pooled fund· $4.5M(93% 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.
Registered Investment Companies
$4.4M
30 holdings
Common Collective Trust
$121K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE SMALL CAP VALUE I 347 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 21.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $649K | 13.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $626K | 12.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $619K | 12.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $577K | 11.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $230K | 4.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $164K | 3.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $121K | 2.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $108K | 2.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $98K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $39K | 0.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $29K | 0.6% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $27K | 0.6% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $26K | 0.5% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $20K | 0.4% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $18K | 0.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $17K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $14K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $12K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $12K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $10K | 0.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K 78 REGISTERED INVESTMENT COMPANY AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $8K | 0.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $2K | <0.1% |
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