Plan Ledger DOL Form 5500 · updated monthly

Taylor & Associates Architects, Inc.401(k)

TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Taylor & Associates Architects, Inc. reported $52,149 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $0 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 2 years on file its reported administrative ratio fell from 0.44% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,405th-largest of 9,483 plans among California employers on file, and 6,588th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$14,889,431
Participants with balances143
Active participants109
Employer contributions$0
Employee contributions$1,221,971
Employer contribution per active participant$0
Average account balance$104,122
Benefits paid to participants$493,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 143 accts
2023$12.3M · 138 accts
2022$9.5M · 134 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,386
Investment management$31,763
Total administrative$52,149
The Taylor & Associates Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Taylor & Associates Architects, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$31,763

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

Administrative cost history3
2024$52,149 · 0.38%
2023$41,343 · 0.38%
2022$42,741 · 0.44%
All plans at this employer2
TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN401(k)
TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 330166584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.