Original filing (PDF)20250819085924NAL0003982066001

TAYLORED FINANCIAL PLANNING

Name: TAYLORED FINANCIAL PLANNING — TG TAYLOR 401(K) PLAN, Form 5500 (2024)
Creator: TAYLORED FINANCIAL PLANNING

Form 5500-SF

FILING_RECEIVED

TG TAYLOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAYLORED FINANCIAL PLANNING.

Plan sponsor

Name

TAYLORED FINANCIAL PLANNING

EIN

84-1909522all filings

Address

8626 N. HIMES AVE · TAMPA, FL · 33614

Phone

(970) 412-3497

Industry