Xadier Gonzalez signed Taylor United, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Taylor United, Inc.'s EIN is 91-0853722.
Download the official 2024 Form 5500 (PDF) for Taylor United, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Taylor United, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | BELLEVUE, WA | NONE | $52K | — |
| NWIC DBA NWPS | 91-2090931 | SEATTLE, WA | NONE | $24K | — |
| CHARLES TRUST SCHWAB BANK | 82-3967259 | WESTLAKE, TX | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Funds of America | Mutual Funds | — | — | $7.5M | 22.8% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $3.4M | 10.4% | |
| American Funds American Balanced | Mutual Funds | — | — | $2.2M | 6.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 6.0% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $2.0M | 6.0% | |
| Party Value * Charles Schwab Value Advantage Money Ultra | Mutual Funds | — | — | $1.7M | 5.1% | |
| Amana Funds Growth Fund | Other securities | — | — | $1.6M | 4.8% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $1.3M | 3.8% | |
| American Funds Investment Company of America | Mutual Funds | — | — | $1.1M | 3.5% | |
| American Funds Small Cap World | Mutual Funds | — | — | $991K | 3.0% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $982K | 3.0% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $977K | 3.0% | |
| American Funds Capital World Growth and Income | Mutual Funds | — | — | $953K | 2.9% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $849K | 2.6% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $791K | 2.4% | |
| Amana Funds Income Fund | Other securities | — | — | $678K | 2.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $636K | 1.9% | |
| Vanguard Russell 1000 Growth Index | Common Collective Trusts | — | — | $617K | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $549K | 1.7% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $505K | 1.5% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $483K | 1.5% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $324K | 1.0% | |
| Participant loans Participant loans; interest at 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $259K | 0.8% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $258K | 0.8% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $136K | 0.4% | |
| Amana Funds Developing World | Other securities | — | — | $90K | 0.3% | |
| American Funds 2065 Target Date ** 722 American Funds 2015 Target Date | Mutual Funds | — | — | $66K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
