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Original filing (PDF)20250826081032NAL0004310275001
MARK-TAYLOR DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
MARK-TAYLOR DEVELOPMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
785
Accounts w/ balance
490
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK-TAYLOR DEVELOPMENT, INC..
Plan sponsor
Name
MARK-TAYLOR DEVELOPMENT, INC.
EIN
86-0533236
Address
6623 N. SCOTTSDALE RD · SCOTTSDALE, AZ · 85250
Phone
(480) 991-9111
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $43K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS. | 01-0233346 | — | NONE | $41K | — |
Investments
26 direct securities · 1 pooled fund· $19.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.1M
25 holdings
Mutual Funds
$1.5M
1 holding
Common Collective Trust
$263K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $2.5M | 12.7% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $2.2M | 10.9% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.6M | 8.3% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $1.6M | 8.0% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $1.6M | 7.8% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $1.5M | 7.7% | |
| American Funds 2010 Target Date Retirement Fund R6 967 American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $1.5M | 7.5% | |
| Vanguard 500 Index Fund | — | — | — | $1.2M | 5.8% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $1.1M | 5.8% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $1.1M | 5.4% | |
| JPMorgan Large Growth R6 Fund | — | — | — | $678K | 3.4% | |
| Participants Participant Loans Rates from 3.25% to 9.50% - | — | — | — | $424K | 2.1% | |
| Vanguard Developed Markets Index Fund Adm | — | — | — | $417K | 2.1% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $410K | 2.1% | |
| Vanguard Intermediate Term Bond Index Fund Adm | — | — | — | $343K | 1.7% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $306K | 1.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $263K | 1.3% | |
| Vanguard Mid Cap Index Fund Adm | — | — | — | $243K | 1.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $233K | 1.2% | |
| MFS Value Fund Cl R6 | — | — | — | $198K | 1.0% | |
| Vanguard International Growth Fund Adm | — | — | — | $122K | 0.6% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $117K | 0.6% | |
| Allspring Special Small Cap Value Fund Inst | — | — | — | $96K | 0.5% | |
| JPMorgan U.S. Government Money Market Fund | — | — | — | $74K | 0.4% | |
| PGIM Total Return Bond R6 | — | — | — | $54K | 0.3% | |
| Janus Henderson Enterprise Fund N | — | — | — | $46K | 0.2% | |
| American Century Small Cap Growth R6 | — | — | — | $3K | <0.1% |
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