William A. Taylor III signed Taylor Machine Works, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taylor Machine Works, Inc.'s EIN is 64-0281745.
Download the official 2024 Form 5500 (PDF) for Taylor Machine Works, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor Machine Works, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $5.7M | 30.4% | |
| Schwab Retirement Government Money Fund | Mutual Funds | — | — | $4.7M | 25.1% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | Mutual Funds | — | — | $1.8M | 9.7% | |
| Goldman Sachs GQG Partners International | Other securities | — | — | $1.2M | 6.4% | |
| Putnam Large Cap Value FD R6 | Mutual Funds | — | — | $1.2M | 6.3% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $782K | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $772K | 4.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $492K | 2.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $459K | 2.4% | |
| Vanguard FTSE World US Index | Mutual Funds | — | — | $457K | 2.4% | |
| Baron Discovery Fund R6 | Other securities | — | — | $378K | 2.0% | |
| Pimco Income Institutional | Mutual Funds | — | — | $324K | 1.7% | |
| JP Morgan Income R6 | Other securities | — | — | $240K | 1.3% | |
| Baird Aggregate BD Institutional | Other securities | — | — | $232K | 1.2% | |
| American Funds RET 2035 R6 | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds RET 2030 R6 | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds RET 2060 R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
