How big is Post Resch Tallon Group Inc.'s plan?

Post Resch Tallon Group Inc.'s plan reported $2.1M in assets and 5 participants for 2025.

Original filing (PDF)20260515091229NAL0011273376001

Post Resch Tallon Group Inc.

Name: Post Resch Tallon Group Inc. — Post Resch Tallon, Form 5500 (2025)
Creator: Post Resch Tallon Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Post Resch Tallon Group, Inc. 401(k) PS Plan

401(k) retirement plan · Post Resch Tallon Group Inc.'s Post Resch Tallon Group, Inc. 401(k) PS Plan held $2.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kerry Tallon signed Post Resch Tallon Group Inc.'s 2025 Form 5500 as plan administrator.

Kerry Tallon — 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

Post Resch Tallon Group Inc.'s EIN is 34-2018287.

EIN 34-2018287

Plan number 001

Plan year 2025

ACK ID 20260515091229NAL0011273376001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Post Resch Tallon Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Post Resch Tallon Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

POST RESCH TALLON GROUP INC.

EIN

all filings

Address

1163 PITTSFORD-VICTOR RD · BUILDING 4, SUITE 240 · PITTSFORD, NY · 14534

Phone

(585) 249-1030

Industry

Finance & Insurance

Plan administrator