How big is Taurus Advisory Group LLC's plan?

Taurus Advisory Group LLC's plan reported $205K in assets and 8 participants for 2024.

Original filing (PDF)20250718150409NAL0002851616001

Taurus Advisory Group LLC

Name: Taurus Advisory Group LLC — Taurus Advisory Group, Form 5500 (2024)
Creator: Taurus Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Taurus Advisory Group LLC 401(k) Plan

401(k) retirement plan · Taurus Advisory Group LLC's Taurus Advisory Group LLC 401(k) Plan held $205K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Marcus Bowie signed Taurus Advisory Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Taurus Advisory Group LLC's EIN is 82-2818400.

EIN 82-2818400

Plan number 001

Plan year 2024

ACK ID 20250718150409NAL0002851616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Taurus Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Taurus Advisory Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAURUS ADVISORY GROUP LLC.

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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