· 2022–2024 · DOL EFAST2

TAYLOR DUNHAM AND RODRIGUEZ, LLP — TAYLOR DUNHAM AND RODRIGUEZ, LLP RETIREMENT PLAN, Form 5500 (2023)

Original filing (PDF)20240815130050NAL0007245683001

TAYLOR DUNHAM AND RODRIGUEZ, LLP

Form 5500-SF

FILING_RECEIVED

TAYLOR DUNHAM AND RODRIGUEZ, LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

4

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

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

89

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 TAYLOR DUNHAM AND RODRIGUEZ, LLP.

Plan sponsor

Name

TAYLOR DUNHAM AND RODRIGUEZ, LLP

EIN

74-2697312

Address

919 CONGRESS AVE STE 900 · AUSTIN, TX · 787012151

Phone

(512) 294-8943

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-15

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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