LISA Trefois signed Taylor Publishing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taylor Publishing Company's EIN is 75-1251430.
Download the official 2024 Form 5500 (PDF) for Taylor Publishing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor Publishing Company's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | PITTSBURGH, PA | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 52-2200060 | — | NONE | $88K | — |
| US BANK | 41-6271370 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Fund Institutional | Mutual Funds | — | $5.3M | $3.9M | 23.4% | |
| Polen Growth Fund Institutional | Other securities | — | $2.5M | $2.7M | 16.3% | |
| Dimensional Fund Advisors Dimensional Fund Advisors US Large Cap Value | Mutual Funds | — | $1.9M | $2.6M | 15.7% | |
| American Funds American Europacific Growth Class R6 Fund | Mutual Funds | — | $1.9M | $2.2M | 13.5% | |
| PIMCO Investment Grade Corporate Bond Institutional | Mutual Funds | — | $2.4M | $2.1M | 12.5% | |
| Invesco Small Cap Equity R6 | Mutual Funds | — | $1.3M | $1.6M | 9.8% | |
| Money Market Fund First American Funds First American Prime Obligations Class V Fund | Mutual Funds | — | $613K | $614K | 3.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $16K |
| — |
