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Original filing (PDF)20251008083315NAL0002858387001
TAYLOR MACHINE WORKS, INC.
Form 5500
FILING_RECEIVED
TAYLOR MACHINE WORKS, INC. BARGAINING UNIT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
469
Accounts w/ balance
495
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYLOR MACHINE WORKS, INC..
Plan sponsor
Name
TAYLOR MACHINE WORKS, INC.
EIN
64-0281745
Address
3690 NORTH CHURCH AVENUE · LOUISVILLE, MS · 393392070
Phone
(662) 773-3421
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
18 direct securities· $19.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | — | — | — | $5.7M | 30.4% | |
| SCHWAB RET GVMNT MONEY FUND Money Market / Cash Equivalent | — | — | — | $4.7M | 25.1% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | — | — | — | $1.8M | 9.7% | |
| Goldman Sachs GQG Partners International | — | — | — | $1.2M | 6.4% | |
| Putnam Large Cap Value FD R6 | — | — | — | $1.2M | 6.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $782K | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $772K | 4.1% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $492K | 2.6% | |
| American Funds New World R6 | — | — | — | $459K | 2.4% | |
| VGD FTSE ALL WRLD US INDX ADM Registered Investment Company | — | — | — | $457K | 2.4% | |
| Vanguard FTSE World US Index | — | — | — | $457K | 2.4% | |
| Baron Discovery Fund R6 | — | — | — | $378K | 2.0% | |
| Pimco Income Institutional | — | — | — | $324K | 1.7% | |
| JP Morgan Income R6 | — | — | — | $240K | 1.3% | |
| Baird Aggregate BD Institutional | — | — | — | $232K | 1.2% | |
| American Funds RET 2035 R6 | — | — | — | $11K | <0.1% | |
| American Funds RET 2030 R6 | — | — | — | $9K | <0.1% | |
| American Funds RET 2060 R6 | — | — | — | $2K | <0.1% |
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