How big is Taylored Financial Planning's plan?

Taylored Financial Planning's plan reported $56K in assets and 2 participants for 2025.

Original filing (PDF)20260508095913NAL0003003091001

Taylored Financial Planning

Name: Taylored Financial Planning — TG Taylor 401(k) Plan, Form 5500 (2025)
Creator: Taylored Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TG Taylor 401(k) Plan

401(k) retirement plan · Taylored Financial Planning's TG Taylor 401(k) Plan held $56K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Isaiah Brown signed Taylored Financial Planning's 2025 Form 5500 as plan administrator.

Isaiah Brown — 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

Taylored Financial Planning's EIN is 84-1909522.

EIN 84-1909522

Plan number 001

Plan year 2025

ACK ID 20260508095913NAL0003003091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Taylored Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Taylored Financial Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (85th percentile).

Plan sponsor

Name

TAYLORED FINANCIAL PLANNING

EIN

all filings

Address

1511 N. WESTSHORE BLVD, SUITE 800 · TAMPA, FL · 33607

Phone

(970) 412-3497

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator