Retirement plan

TAYLOR BROTHERS, INC., DBA RES.COM 401(K) SAVE HARBOR PLAN

Name: TAYLOR BROTHERS, INC. DBA RES.COM - TAYLOR BROTHERS, INC., DBA RES.COM 401(K) SAVE HARBOR PLAN (2025) Form 5500
Creator: TAYLOR BROTHERS, INC. DBA RES.COM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR BROTHERS, INC., DBA RES.COM 401(K) SAVE HARBOR PLAN, TAYLOR BROTHERS, INC. DBA RES.COM

TAYLOR BROTHERS, INC. DBA RES.COMEIN 77-0269172Plan #003PY 2025

305 S M ST - TULARE, CA 932745428559-685-8989taylorbrothersfarms.comLinkedIn51-200 employeesfood production

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-63.1% from 2024

Total participants

-48.8% from 2024

Average account balance

$85,543

-33.2% from 2024

Annual return

7.66%

-1.65 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$86K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

420.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$367K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$73K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$181405

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3.8M

$761901 / participant

Other / not subdivided$4M100.0%

% of EOY assets

212.064%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,543

$97,125-11.9%

$86,233-0.8%

$137,256-37.7%

Participation rate

80.0%

74.2%+5.8pp

69.0%+11.0pp

80.0%0pp

Annual return

7.66%

74.19%-66.5pp

61.39%-53.7pp

220.34%-212.7pp

Employer contribution / active EE

$28,098

$2,841+888.9%

$2,504+1022.0%

$4,156+576.1%

Participant deferral / active EE

$45,356

$5,180+775.7%

$4,559+894.9%

$6,407+607.9%

Admin fee / account holder

$181,405

$9,725+1765.4%

$8,342+2074.6%

$12,270+1378.4%

TAYLOR BROTHERS, INC., DBA RES.COM 401(K) SAVE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR BROTHERS, INC., DBA RES.COM 401(K) SAVE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion