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  2. Taylor & Associates Architects
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Taylor & Associates Architects

EIN 33-0166584-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$29.8M assets
Health & Benefits
1
$1.1M premiums
Participants
408
1735 FLIGHT WAY STE 300 - TUSTIN, CA 92782949-574-1325
Plans on this EIN
3 filings
#001401(k)-$17.2M - 151 part#002ESOP-$12.6M - 144 part#501Fully insured-$1.1M - 109 lives

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

Retirement portfolio analytics

2 plans aggregated / $29.8M assets / 295 participants

Assets by plan

Share of aggregate retirement assets

  • 401K/PROFIT SHARING PLAN (#001)$17.2M
  • EMPLOYEE STOCK OWNERSHIP (#002)$12.6M
Total $29.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401K/PROFIT SHARING PLAN (#001)151
  • EMPLOYEE STOCK OWNERSHIP (#002)144
Total 295Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$908K
  • Dental$116K
  • Life$27K
  • Long-term disability$20K
  • Vision$18K
  • Other$3K
Total $1.1M6 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#001

TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN

401(k)

Assets$17.2M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.6M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TAYLOR & ASSOCIATES ARCHITECTS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.1M
Covered lives109
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN401(k)$17.2M1512025
#002TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLANESOP$12.6M1442025
  • TAYLOR & ASSOCIATES ARCHITECTS 401K/PROFIT SHARING PLAN$17.2M
    #001 · 401(k) · 2025151
  • TAYLOR & ASSOCIATES ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN$12.6M
    #002 · ESOP · 2025144

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TAYLOR & ASSOCIATES ARCHITECTS, INC. HEALTH AND WELFARE BENEFIT PLANFully insuredKAISER FOUNDATION HEALTH PLAN INC$1.1M1092025
  • TAYLOR & ASSOCIATES ARCHITECTS, INC. HEALTH AND WELFARE BENEFIT PLAN$1.1M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025109
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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