Plan Ledger DOL Form 5500 · updated monthly

Taylor Made Golf Company, Inc.401(k)

TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Taylor Made Golf Company, Inc. reported $227,957 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,468 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 0.11% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 559th-largest of 9,483 plans among California employers on file, and the 1,137th of 13,661 in manufacturing. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 787 to 911 since 2022.

Plan summary
Net assets, end of year$206,316,455
Participants with balances1,241
Active participants911
Employer contributions$4,070,364
Employee contributions$7,745,476
Employer contribution per active participant$4,468
Average account balance$166,250
Benefits paid to participants$16,409,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$206.3M · 1,241 accts · $4.1M emplr
2023$182.8M · 1,156 accts · $3.9M emplr
2022$150.3M · 1,085 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,963
Investment management$112,751
Audit (IQPA)$13,000
Total administrative$227,957
The Taylor Made Golf Company, Inc. 401(k) match · 2024
Employer contribution per active participant$4,468
Median for plans this size$3,635
2024$4,468 per active participant
2023$4,608 per active participant
2022$4,441 per active participant

Taylor Made Golf Company, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$104,312
GRP FINANCIAL · Investment management$48,000
VASQUEZ AND COMPANY LLP · Accounting / audit$18,060
LPL FINANCIAL LLC · Investment advisory (participants)$11,351
PURE FINANCIAL ADVISORS LLC · Investment advisory (participants)$6,691
DAVID PAIK · Legal$6,615
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$227,957 · 0.12%
2023$181,484 · 0.11%
2022$173,087 · 0.11%
Same employer
Similar plansManufacturing · California
Lumileds LLC CA$225.4M · 0.03%
Nippon Paint (USA) Inc. CA$216.8M · 0.13%
Clif Bar & Company CA$194.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330831814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.