How big is Talis Equity LLC's plan?

Talis Equity LLC's plan reported $1.0M in assets and 40 participants for 2024.

Original filing (PDF)20250722113018NAL0002693521001

Talis Equity LLC

Name: Talis Equity LLC — Talis Equity 401(k) Profit, Form 5500 (2024)
Creator: Talis Equity LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Talis Equity 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Talis Equity LLC's Talis Equity 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Michelle Klotzbach signed Talis Equity LLC's 2024 Form 5500 as plan administrator.

Michelle Klotzbach — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Talis Equity LLC's EIN is 27-0727892.

EIN 27-0727892

Plan number 001

Plan year 2024

ACK ID 20250722113018NAL0002693521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Talis Equity LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Talis Equity LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALIS EQUITY LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score