Plan Ledger DOL Form 5500 · updated monthly

J.F. Taylor, Inc.401(k)

J.F. TAYLOR, INC. 401(K) PLAN · GREAT MILLS, MD · plan year 2025

Reported admin expense ratio · 2025
0.10%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

J.F. Taylor, Inc. reported $153,847 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,215 per active participant. 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 3 years on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 103rd-largest of 1,671 plans among Maryland employers on file, and the 942nd of 11,654 in professional & technical services. In 2025, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 474 to 619 since 2022.

Plan summary
Net assets, end of year$169,262,183
Participants with balances732
Active participants619
Employer contributions$2,609,033
Employee contributions$6,269,838
Employer contribution per active participant$4,215
Average account balance$231,232
Benefits paid to participants$11,743,057
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH, CRONIN & SORRA, CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$169.3M · 732 accts · $2.6M emplr
2024$146.5M · 682 accts · $2.2M emplr
2023$120.8M · 606 accts · $1.9M emplr
2022$101.8M · 600 accts · $1.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$78,435
Investment management$75,412
Total administrative$153,847
The J.F. Taylor, Inc. 401(k) match · 2025
Employer contribution per active participant$4,215
Median for plans this size$4,093
2025$4,215 per active participant
2024$3,924 per active participant
2023$4,056 per active participant
2022$4,028 per active participant

J.F. Taylor, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ROBERT W BAIRD & CO INCORPORATED · Investment advisory (plan)$75,412

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

Administrative cost history4
2025$153,847 · 0.10%
2024$65,681 · 0.05%
2023$92,295 · 0.08%
2022$134,143 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Maryland
Gp Strategies Corporation MD$185.5M · 0.21%
Cystic Fibrosis Foundation MD$175.4M · 0.07%
Smartronix, LLC MD$169.8M · 0.26%
Client Network Services, LLC MD$164.7M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521397047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.