Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.4M assets / 53 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TAGGART ARCHITECTS 401(K) PLAN | 401(k) | $2.0M | 29 | 2025 |
| #001 | TAGGART ARCHITECTS EMPLOYEE STOCK OWNERSHIP PL | ESOP | $1.4M | 24 | 2025 |