Plan Ledger DOL Form 5500 · updated monthly

Taylored Services, LLC401(k)

TAYLORED SERVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN · ONTARIO, CA · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Taylored Services, LLC reported $15,618 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,660 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 1 year on file its reported administrative ratio rose from 0.15% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,473rd of 9,483), and 2,924th of 4,246 in wholesale trade. In 2023, employees put in $1.98 for every $1.00 the employer contributed; active participation has shrunk from 339 to 304 since 2022.

Plan summary
Net assets, end of year$9,937,157
Participants with balances180
Active participants304
Employer contributions$504,507
Employee contributions$999,256
Employer contribution per active participant$1,660
Average account balance$55,206
Benefits paid to participants$1,774,370
Plan auditUnmodified (clean) audit opinion
AuditorHASKELL WHITE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $397K emplr
2023$9.9M · 180 accts · $505K emplr
2022$8.8M · 166 accts · $546K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,618
Total administrative$15,618
The Taylored Services, LLC 401(k) match · 2023
Employer contribution per active participant$1,660
Median for plans this size$1,308
2023$1,660 per active participant
2022$1,611 per active participant

Taylored Services, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CAPITAL GROUP RETIREMENT PLAN SERVI$16,318
FUTUREPLAN BY ASCENSUS · Contract administrator$2,900

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

Administrative cost history3
2024Not separately reported
2023$15,618 · 0.17%
2022$13,021 · 0.15%
Same employer
Similar plansWholesale Trade · California
Eastman Strings Inc CA$10.0M · 0.57%
Sambrailo Packaging, Inc. CA$9.8M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262393663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.