· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TALIMAR FINANCIAL INC. — TALIMAR FINANCIAL INC. 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627145511NAL0023041426001
TALIMAR FINANCIAL INC.
Form 5500-SF
FILING_RECEIVED
TALIMAR FINANCIAL INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
3
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TALIMAR FINANCIAL INC.
.
Find decision makers
Plan sponsor
Name
TALIMAR FINANCIAL INC.
EIN
26-3572633
Address
16880 W BERNARDO DR STE 140 · SAN DIEGO, CA · 92127
Phone
(858) 613-0111
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
THE MANOR ASSOCIATION, INC.
THE MANOR ASSOCIATION SALARY SAVINGS PLAN
$2.4M · 67 participants
TRADITION COMMERCIAL REAL ESTATE LLC
TRADITION CRE 401(K) PLAN
$2.4M · 3 participants
GREATER MILWAUKEE ASSOCIATION OF REALTORS, INC.
GREATER MILWAUKEE ASSOCIATION OF REALTORS 401(K) PLAN AND TRUST
$2.4M · 7 participants
JON D. JONDAHL, INC.
JON D. JONDAHL, INC. 401(K) PLAN AND TRUST
$2.4M · 3 participants
VENTURE REAL ESTATE STRATEGIES LTD
VENTURE REAL ESTATE STRATEGIES LTD 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 29 participants
FIRST CLASS MORTGAGE III, INC.
FIRST CLASS MORTGAGE III 401(K) PLAN
$2.4M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
