Original filing (PDF)20251013130557NAL0001999408001

WARREN TAYLOR & BETH TAYLOR, PC DBA TAYLOR, TAYLOR & RUSSELL

Name: WARREN TAYLOR & BETH TAYLOR, PC DBA TAYLOR, TAYLOR & RUSSELL — WARREN TAYLOR & BETH TAYLOR, P.C. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WARREN TAYLOR & BETH TAYLOR, PC DBA TAYLOR, TAYLOR & RUSSELL

Form 5500-SF

FILING_RECEIVED

WARREN TAYLOR & BETH TAYLOR, P.C. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARREN TAYLOR & BETH TAYLOR, PC DBA TAYLOR, TAYLOR & RUSSELL.

Plan sponsor

Name

WARREN TAYLOR & BETH TAYLOR, PC DBA TAYLOR, TAYLOR & RUSSELL

EIN

76-0470295all filings

Address

2777 ALLEN PARKWAY SUITE 1000 · HOUSTON, TX · 77019

Phone

(713) 615-6060

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator