How big is TAO, Ltd.'s plan?

TAO, Ltd.'s plan reported $3.7M in assets and 22 participants for 2024.

Original filing (PDF)20250906012103NAL0029563136001

TAO, Ltd.

Name: TAO, Ltd. — TAO, Ltd. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: TAO, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAO, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · TAO, Ltd.'s TAO, Ltd. 401(k) Profit Sharing Plan held $3.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

David PENA signed TAO, Ltd.'s 2024 Form 5500 as plan administrator.

David PENA — 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

TAO, Ltd.'s EIN is 91-1368551.

EIN 91-1368551

Plan number 001

Plan year 2024

ACK ID 20250906012103NAL0029563136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TAO, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TAO, Ltd.'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 TAO, LTD..

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TAO, LTD.

EIN

all filings

Address

136 WRIGHT BROTHERS AVE · LIVERMORE, CA · 94551

Phone

(925) 447-5220

Industry

Plumbing, Heating, AC Contractors· Construction

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

2025-09-06

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

Gordon Plumbing, Inc.

Gordon Plumbing, Inc. 401(k) PS Plan

$3.7M · 62 participants

L.A. Fulton & Sons, Inc.

L.A. Fulton & Sons, Inc. 401(k) Plan

$3.7M · 13 participants

Talent Air

Talent Air 401(k) Profit Sharing Plan

$3.7M · 49 participants

Southern Mechanical, LLC

Southern Mechanical, LLC 401(k) Plan

$3.7M · 92 participants

JM Mechanical, LLC

JM Mechanical, LLC 401(k) Plan

$3.7M · 140 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.