How big is Taylor, Wellons, Politz & DUHE LLC's plan?

Taylor, Wellons, Politz & DUHE LLC's plan reported $21.3M in assets and 104 participants for 2023.

Original filing (PDF)20240719130623NAL0012045648001

Taylor, Wellons, Politz & DUHE LLC

Name: Taylor, Wellons, Politz & DUHE LLC — Taylor, Wellons, Form 5500 (2023)
Creator: Taylor, Wellons, Politz & DUHE LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taylor, Wellons, Politz & DUHE LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Taylor, Wellons, Politz & DUHE LLC's Taylor, Wellons, Politz & DUHE LLC 401(k) Profit Sharing Plan held $21.3M in plan assets for 104 participants in 2023.

Active participants

104

Accounts w/ balance

143

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

Plan identifiers

Taylor, Wellons, Politz & DUHE LLC's EIN is 72-1418026.

EIN 72-1418026

Plan number 001

Plan year 2023

ACK ID 20240719130623NAL0012045648001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Taylor, Wellons, Politz & DUHE LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAYLOR, WELLONS, POLITZ & DUHE LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off