Karen Hibner signed Talon Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Talon Group, LLC's EIN is 26-0846887.
Download the official 2024 Form 5500 (PDF) for Talon Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Talon Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $36K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $3.3M | 22.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.1M | 20.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.9M | 12.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.1M | 7.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $913K | 6.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $840K | 5.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $590K | 3.9% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $461K | 3.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $343K | 2.3% | |
| MFS International Value Fund R3 | Mutual Funds | — | — | $323K | 2.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $270K | 1.8% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $268K | 1.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $196K | 1.3% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $174K | 1.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $163K | 1.1% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth | Other securities | — | — | $161K | 1.1% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $149K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $114K | 0.8% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $113K | 0.8% | |
| Metropolitan West Total Return Bond Admin | Other securities | — | — | $106K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $88K | 0.6% | |
| Fidelity Management Trust Company American Beacon Small Cap Value Fund | Mutual Funds | — | — | $69K | 0.5% | |
| Fidelity Management Trust Company Galliard Stable Return Fund | Mutual Funds | — | — | $61K | 0.4% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $61K | 0.4% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $47K | 0.3% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $41K | 0.3% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $36K | 0.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Inflation Protected Securities Admiral | Mutual Funds | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $25K | — |
