Original filing (PDF)20241123180522NAL0006069216001

ALEXANDER TAYLOR, INC.

Name: ALEXANDER TAYLOR, INC. — ALEXANDER TAYLOR, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: ALEXANDER TAYLOR, INC.

Form 5500-SF

FILING_RECEIVED

ALEXANDER TAYLOR, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEXANDER TAYLOR, INC..

Plan sponsor

Name

ALEXANDER TAYLOR, INC.

EIN

85-2578106

Address

4007 COSMO ST. · SAN DIEGO, CA · 921113419

Phone

(530) 523-3384

Industry

Retail Tradesee 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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