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Sponsor portfolio

TAYLOR ANDERSON, LLP

EIN 27-0158019-law practice-Latest filing 2024
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
153
1670 BROADWAY SUITE 900 - DENVER, CO 80202303-551-6651talawfirm.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$10.8M - 86 part#001CashBalance-$3.7M - 67 part

Retirement portfolio analytics

2 plans aggregated / $14.6M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#002)74%
  • CASH BALANCE PLAN (#001)26%
Total $14.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)86
  • CASH BALANCE PLAN (#001)67
Total 153Click 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#002

TAYLOR ANDERSON, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$10.8M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TAYLOR & ANDERSON, LLP CASH BALANCE PLAN

CashBalance

Assets$3.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAYLOR ANDERSON, LLP 401(K) PROFIT SHARING PLAN401k$10.8M862024
001TAYLOR & ANDERSON, LLP CASH BALANCE PLANCashBalance$3.7M672024
Retirement plans
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