Plan Ledger DOL Form 5500 · updated monthly

Taylor Creative Inc401(k)

TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Taylor Creative Inc reported $10,521 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,473 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 rose from 0.06% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (4,133rd of 5,648), and 1,369th of 2,096 in real estate & leasing. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,650,959
Participants with balances170
Active participants190
Employer contributions$469,903
Employee contributions$501,070
Employer contribution per active participant$2,473
Average account balance$39,123
Benefits paid to participants$229,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 170 accts · $470K emplr
2023$5.3M · 312 accts · $414K emplr
2022$3.9M · 271 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,661
Trustee / custodial$860
Total administrative$10,521
The Taylor Creative Inc 401(k) match · 2024
Employer contribution per active participant$2,473
Median for plans this size$1,313
2024$2,473 per active participant
2023$2,299 per active participant
2022$2,048 per active participant

Taylor Creative Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
PAYCHEX, INC. · Recordkeeping$9,120

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

Recordkeeper by year2
2024Paychex
2023Paychex

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Administrative cost history3
2024$10,521 · 0.18%
2023$7,435 · 0.16%
2022$2,472 · 0.06%
Similar plansReal Estate & Leasing · New York
Pr Common LLC NY$6.8M · 0.11%
Omni New York LLC NY$6.7M · 0.66%
Lemle & Wolff, Inc. NY$6.2M · 0.34%
Metro Management NY$5.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010569452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.