Assets by plan
Share of aggregate retirement assets
Filings through .
Howard Wilson Taylor, LLC
EIN 26-4728560Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$256K assets
Health & Benefits
0
Participants
7
9225 UNIVERSITY BOULEVARD SUITE B - NORTH CHARLESTON, SC 29406843-797-2291
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $256K assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HOWARD WILSON TAYLOR, LLC CASH BALANCE PLAN
Cash balance
Assets$142K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN
401(k)
Assets$114K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOWARD WILSON TAYLOR, LLC CASH BALANCE PLAN | Cash balance | $142K | 3 | 2025 |
| #001 | HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN | 401(k) | $114K | 4 | 2025 |
- #002 · Cash balance · 20253
- #001 · 401(k) · 20254
Retirement plans