Plan Ledger DOL Form 5500 · updated monthly

Taylor Made Sales Agency, Inc401(k)

TAYLOR MADE 401(K) PROFIT SHARING PLAN · NICHOLASVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Taylor Made Sales Agency, Inc reported $16,511 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $800 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 0.01% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 323rd-largest of 871 plans among Kentucky employers on file, and the 284th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 108 to 142 since 2022.

Plan summary
Net assets, end of year$17,654,363
Participants with balances97
Active participants142
Employer contributions$113,615
Employee contributions$234,267
Employer contribution per active participant$800
Average account balance$182,004
Benefits paid to participants$214,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 97 accts · $114K emplr
2023$15.4M · 119 accts · $109K emplr
2022$14.2M · 132 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,200
Investment management$296
Total administrative$16,511
The Taylor Made Sales Agency, Inc 401(k) match · 2024
Employer contribution per active participant$800
Median for plans this size$2,416
2024$800 per active participant
2023$562 per active participant
2022$1,102 per active participant

Taylor Made Sales Agency, 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 · 20241
TRINITY PENSION CONSULTANTS INC. · Other servicesindirect comp

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$16,511 · 0.10%
2023$1,773 · 0.01%
2022$1,650 · 0.01%
Similar plansAgriculture, Forestry & Fishing · Kentucky
Godolphin, LLC KY$28.1M · 0.55%
Cpc Commodities KY$4.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205056277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.