Original filing (PDF)20250522133208NAL0008644610001

THE TAYLOR & TAYLOR PARTNERSHIP, INC.

Name: THE TAYLOR & TAYLOR PARTNERSHIP, INC. — THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE TAYLOR & TAYLOR PARTNERSHIP, INC.

Form 5500-SF

FILING_RECEIVED

THE TAYLOR & TAYLOR PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TAYLOR & TAYLOR PARTNERSHIP, INC..

Plan sponsor

Name

THE TAYLOR & TAYLOR PARTNERSHIP, INC.

EIN

65-0403395

Address

2200 NW 2ND AVENUE, SUITE 108 · MIAMI, FL · 33127

Phone

(305) 534-9862

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator