Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TAYLOR INSURANCE GROUP, INC.
EIN 35-2302454insuranceLatest filing 2024
Plans
2
Retirement
2
$483K assets
Welfare
0
Participants
15
1199 EAST WALNUT STREET - PASADENA, CA 91106626-356-7637taylorinsurancegroup.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $483K assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TAYLOR INSURANCE GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$328K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TAYLOR INSURANCE GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$155K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TAYLOR INSURANCE GROUP, INC. CASH BALANCE PLAN | CashBalance | $328K | 3 | 2024 | |
| 001 | TAYLOR INSURANCE GROUP PROFIT SHARING PLAN | ProfitSharing | $155K | 12 | 2024 |
Retirement plans