How big is Talbert House's plan?

Talbert House's plan reported $31.4M in assets and 815 participants for 2024.

Original filing (PDF)20250812102332NAL0007868465001

Talbert House

Name: Talbert House — Talbert House 403(b) Plan, Form 5500 (2024)
Creator: Talbert House
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Talbert House 403(b) Plan

403(b) retirement plan · Talbert House's Talbert House 403(b) Plan held $31.4M in plan assets for 815 participants in 2024, with Empower as recordkeeper.

Active participants

815

Accounts w/ balance

1,097

Plan assets (EOY)

$31.4M

Net assets (EOY)

$31.4M

People on this filing

Carla Brooks signed Talbert House's 2024 Form 5500 as plan administrator.

Carla Brooks — 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

Talbert House's EIN is 31-0713350.

EIN 31-0713350

Plan number 008

Plan year 2024

ACK ID 20250812102332NAL0007868465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Talbert House's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

TALBERT HOUSE

EIN

all filings

Address

2600 VICTORY PARKWAY · CINCINNATI, OH · 45206

Phone

(513) 751-7747

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BLUE & CO., LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$94K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

25 direct securities· $33.7M(100% of reported assets)

Other securities

$20.2M

9 holdings

Mutual Funds

$12.4M

15 holdings

Common Stocks

$1.1M

1 holding

					% of plan
Columbia Large Cap Index A Mutual Fund	Other securities	—	—	$6.1M	19.3%
Goldman Sachs International Equity Insights Mutual Fund	Other securities	—	—	$4.6M	14.5%
Vanguard Short Term Federal Mutual Fund	Mutual Funds	—	—	$4.0M	12.8%
Allspring Core Bond Institutional Mutual Fund	Other securities	—	—	$2.7M	8.7%
MFS Growth Class A Mutual Fund	Mutual Funds	—	—	$2.2M	7.1%
1MFS-EF	Other securities	—	$1.6M	$2.2M	7.1%
Vanguard Mid Cap Growth Mutual Fund	Mutual Funds	—	—	$2.1M	6.6%
American Funds 2065 Target Date Fund R4 Mutual Fund ** 392 Goldman Sachs Focused Value R6 Mutual Fund	Mutual Funds	—	—	$1.8M	5.8%
Columbia Balanced Class A Mutual Fund	Other securities	—	—	$1.3M	4.2%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	4.2%
Pioneer Select Mid Cap Growth Mutual Fund	Other securities	—	—	$1.3M	4.1%
Victory Sycamore Small Co. Opportunity Mutual Fund	Common Stocks	—	—	$1.1M	3.4%
JP Morgan Mid Cap Value Mutual Fund	Other securities	—	—	$1.1M	3.4%
Federated Hermes Government Obligation Mutual Fund	Other securities	—	—	$822K	2.6%
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$241K	0.8%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$238K	0.8%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$148K	0.5%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$97K	0.3%
Aberdeen International Small Cap Mutual Fund	Other securities	—	—	$65K	0.2%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$58K	0.2%
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$55K	0.2%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$51K	0.2%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$40K	0.1%
American Funds 2015 Target Date Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%