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  2. Taylor-Listug, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

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Taylor-Listug, Inc.

EIN 33-0008323-paper & forest products-Latest filing 2025
Plans
3
Retirement
2
$138.1M assets
Health & Benefits
1
$5.4M premiums
Participants
1,890
1980 GILLESPIE WAY - EL CAJON, CA 92020619-258-1207LinkedIn501-1000 employeespaper & forest products
Plans on this EIN
3 filings
#002ESOP-$72.3M - 997 part#001401(k)-$65.8M - 533 part#501Mixed-$5.4M - 464 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $138.1M assets / 1,530 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$72.3M
  • AND RETIREMENT PLAN (#001)$65.8M
Total $138.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)997
  • AND RETIREMENT PLAN (#001)533
Total 1,530Select a row to open it

Benefits portfolio analytics

1 plan / $5.4M premiums / 464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Life$207K
  • Other$207K
  • Short-term disability$121K
  • Long-term disability$121K
  • +1 more
Total $5.4M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$72.3M
Participants997
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TAYLOR GUITARS SAVING AND RETIREMENT PLAN

401(k)

Assets$65.8M
Participants533
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TAYLOR-LISTUG, INC. FLEXIBLE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$5.4M
Covered lives464
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$72.3M9972025
#001TAYLOR GUITARS SAVING AND RETIREMENT PLAN401(k)$65.8M5332025
  • TAYLOR-LISTUG, INC. EMPLOYEE STOCK OWNERSHIP PLAN$72.3M
    #002 · ESOP · 2025997
  • TAYLOR GUITARS SAVING AND RETIREMENT PLAN$65.8M
    #001 · 401(k) · 2025533

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TAYLOR-LISTUG, INC. FLEXIBLE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$5.4M4642025
  • TAYLOR-LISTUG, INC. FLEXIBLE BENEFITS PLAN$5.4M
    #501 · Mixed · BLUE CROSS OF CALIFORNIA · 2025464
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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