Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
TAYLOR INSURANCE AGENCY
EIN 20-0120977insuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAYLOR INSURANCE AGENCY, INC. 401(K) PS PLAN
401k
Assets$1.6M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TAYLOR INSURANCE AGENCY INC. RETIREMENT PLAN
MoneyPurchase
Assets$374K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAYLOR INSURANCE AGENCY, INC. 401(K) PS PLAN | 401k | $1.6M | 9 | 2025 | |
| 001 | TAYLOR INSURANCE AGENCY INC. RETIREMENT PLAN | MoneyPurchase | $374K | 4 | 2025 |
Retirement plans