Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
EIN 74-3200466investment managementLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
20
18835 N THOMPSON PEAK PKWY C-200 - SCOTTSDALE, AZ 85255805-226-0280taylorfrigon.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 20 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#001
TAYLOR FRIGON PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAYLOR FRIGON PENSION PLAN
TraditionalDB
Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAYLOR FRIGON PROFIT SHARING PLAN | ProfitSharing | $2.2M | 11 | 2024 | |
| 002 | TAYLOR FRIGON PENSION PLAN | TraditionalDB | $2.0M | 9 | 2024 |
Retirement plans