Plan Ledger DOL Form 5500 · updated monthly

Taylor United, Inc.401(k)

TAYLOR UNITED, INC. 401(K) PLAN · SHELTON, WA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Taylor United, Inc. reported $86,876 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,422 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 0.21% to 0.28%. 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 494th-largest of 1,714 plans among Washington employers on file, and the 150th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,813,109
Participants with balances331
Active participants497
Employer contributions$706,683
Employee contributions$1,111,103
Employer contribution per active participant$1,422
Average account balance$99,133
Benefits paid to participants$2,729,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.8M · 331 accts · $707K emplr
2023$29.1M · 302 accts · $629K emplr
2022$25.5M · 320 accts · $598K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,421
Investment management$52,447
Trustee / custodial$10,008
Total administrative$86,876
The Taylor United, Inc. 401(k) match · 2024
Employer contribution per active participant$1,422
Median for plans this size$2,416
2024$1,422 per active participant
2023$1,029 per active participant
2022$1,224 per active participant

Taylor United, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
NWIC DBA NWPS · Recordkeeping · Consulting$24,421
UBS FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$52,447
CHARLES TRUST SCHWAB BANK · Custodial (securities) · Other services$10,007

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$86,876 · 0.28%
2023$77,849 · 0.29%
2022$60,429 · 0.21%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Stemilt Growers, LLC WA$64.7M · 0.42%
Glacier Fish Company, LLC WA$47.3M · 0.19%
Arctic Storm, Inc. WA$33.4M · 0.16%
Callisons, Inc. WA$31.2M · 0.07%
Skagit Farmers Supply WA$30.9M · 0.21%
McDougall and Sons, Inc. WA$29.2M · 0.39%
Ritzville Warehouse Company WA$26.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910853722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.