Plan Ledger DOL Form 5500 · updated monthly

Taylor-Listug, Inc.401(k)

TAYLOR GUITARS SAVING AND RETIREMENT PLAN · EL CAJON, CA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Taylor-Listug, Inc. reported $123,405 in plan administrative expenses for 2025: 0.20% of average plan assets, above the peer median. Employer contributions averaged $3,153 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 rose from 0.09% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,400th-largest of 9,483 plans among California employers on file, and the 2,580th of 13,661 in manufacturing. In 2025, employees put in $1.82 for every $1.00 the employer contributed; active participation has shrunk from 518 to 371 since 2022.

Plan summary
Net assets, end of year$65,759,198
Participants with balances526
Active participants371
Employer contributions$1,169,881
Employee contributions$2,131,771
Employer contribution per active participant$3,153
Average account balance$125,017
Benefits paid to participants$5,614,574
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$65.8M · 526 accts · $1.2M emplr
2024$59.8M · 561 accts · $1.2M emplr
2023$57.2M · 596 accts · $149K emplr
2022$51.2M · 654 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$123,405
Total administrative$123,405
The Taylor-Listug, Inc. 401(k) match · 2025
Employer contribution per active participant$3,153
Median for plans this size$4,093
2025$3,153 per active participant
2024$2,849 per active participant
2023$327 per active participant
2022$2,914 per active participant

Taylor-Listug, Inc.'s 2025 employer contribution ran below 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 · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$123,187
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (participants)indirect comp

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$123,405 · 0.20%
2024$47,931 · 0.08%
2023$48,485 · 0.09%
2022$46,841 · 0.09%
All plans at this employer2
TAYLOR GUITARS SAVING AND RETIREMENT PLAN401(k)
TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · California
Wella Operations US LLC CA$67.8M · 0.40%
Ba Holdings, Inc. CA$67.6M · 0.25%
Datadirect Networks, Inc. CA$66.0M · 0.17%
Jacuzzi Brands LLC CA$65.5M · 0.14%
Shaklee Corporation CA$65.1M · 0.09%
Spears Manufacturing Co. CA$65.0M · 0.05%
Hydraflow CA$64.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330008323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.