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ALEXANDER TAYLOR, INC. — ALEXANDER TAYLOR, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241123180522NAL0006069216001
ALEXANDER TAYLOR, INC.
Form 5500-SF
FILING_RECEIVED
ALEXANDER TAYLOR, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALEXANDER TAYLOR, INC.
.
Find decision makers
Plan sponsor
Name
ALEXANDER TAYLOR, INC.
EIN
85-2578106
Address
4007 COSMO ST. · SAN DIEGO, CA · 921113419
Phone
(530) 523-3384
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-07-01
Filed
2024-11-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF LORD'S COMPANY OF ORLANDO, INC. DBA KELLYCO
$0
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