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Sponsor portfolio

HOWARD WILSON TAYLOR, LLC

EIN 26-4728560-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$184K assets
Welfare
0
Participants
7
9225 UNIVERSITY BOULEVARD SUITE B - NORTH CHARLESTON, SC 29406843-797-2291
Plans on this EIN
2 filings
#001401k-$114K - 4 part#002CashBalance-$70K - 3 part

Retirement portfolio analytics

2 plans aggregated / $184K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • 401(K) RETIREMENT PLAN (#001)62%
  • CASH BALANCE PLAN (#002)38%
Total $184KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN

401k

Assets$114K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOWARD WILSON TAYLOR, LLC CASH BALANCE PLAN

CashBalance

Assets$70K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN401k$114K42025
002HOWARD WILSON TAYLOR, LLC CASH BALANCE PLANCashBalance$70K32024
Retirement plans
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