Plan Ledger DOL Form 5500 · updated monthly

Fred Taylor Company, Inc. and Subsidiaries401(k)

FRED TAYLOR COMPANY, INC. AND SUBSIDIARIES 401(K) PLAN · ALBANY, GA · plan year 2024

Reported admin expense ratio · 2024
0.86%

Fred Taylor Company, Inc. and Subsidiaries reported $37,572 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.81% to 0.86%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,640th of 2,160), and 1,681st of 2,677 in transportation & warehousing. active participation has grown from 149 to 181 since 2022.

Plan summary
Net assets, end of year$4,760,397
Participants with balances164
Active participants181
Employer contributions—
Employee contributions$368,464
Employer contribution per active participant—
Average account balance$29,027
Benefits paid to participants$289,364
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 164 accts
2023$4.0M · 163 accts
2022$3.6M · 158 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,118
Investment management$17,454
Total administrative$37,572
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK USA · Recordkeeping · Investment management$1,300
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$17,454

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,572 · 0.86%
2023$31,123 · 0.82%
2022$32,384 · 0.81%
Similar plansTransportation & Warehousing · Georgia
Taylor Transport, Inc. GA$4.9M · 1.00%
Port City Logistics, Inc. GA$4.8M · 1.16%
Ard Logistics, LLC GA$4.6M · 0.71%
Future Forwarding Company GA$3.8M · 0.27%
Glovis Georgia, LLC GA$3.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581300546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.