Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
TAYLOR FINANCIAL GROUP, LLC
EIN 22-3764368Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
15
795 FRANKLIN AVE STE 202 BLDG C - FRANKLIN LAKES, NJ 07417201-485-8493
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 15 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#001
TAYLOR FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAYLOR FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 10 | 2024 | |
| 002 | TAYLOR FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 5 | 2024 |
Retirement plans