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Original filing (PDF)20251008141808NAL0003074947001
TALON TECHNICAL SERVICES LLC
Form 5500
FILING_RECEIVED
TALON TECHNICAL SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 3
37% in single holding~122 bps in Sched C feesNo recordkeeper disclosed
Active participants
178
Accounts w/ balance
187
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
82
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Charles Schwab Charles Schwab Total Stock Market Index Fund" is 37% of plan.
- 122 bps in Schedule C fees — 135% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALON TECHNICAL SERVICES LLC.
Plan sponsor
Name
TALON TECHNICAL SERVICES LLC
DBA
TALON TECHNICAL SERVICES
EIN
36-4737048
Address
2705 ARTIE ST., BLDG 400, SUITE 29 · HUNTSVILLE, AL · 35805
Phone
(256) 468-2630
Industry
Admin Support & Waste Mgmtsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PORTE BROWN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
Investments
16 direct securities · 1 pooled fund· $7.9M(100% of reported assets)
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.
Uncategorized
$4.5M
16 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $3.4M | 74.8% | |
| Charles Schwab Charles Schwab Total Stock Market Index Fund | — | — | — | $1.7M | 37.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $860K | 19.0% | |
| Participant loans Interest rates from 4.25% to 9.5% - | — | — | — | $627K | 13.9% | |
| Standard Insurance Company Standard Insurance Company Stable Asset - D | — | — | — | $515K | 11.4% | |
| Fidelity International Index Fund | — | — | — | $497K | 11.0% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $104K | 2.3% | |
| Vanguard Emerging Markets Stock Index fund Admiral Shares | — | — | — | $61K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $58K | 1.3% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $48K | 1.1% | |
| Fidelity 500 Index Fund | — | — | — | $36K | 0.8% | |
| MFS Mid Cap Growth Fund - Class R6 | — | — | — | $21K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| PGIM High Yield Fund - Class Z | — | — | — | $5K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $5K | 0.1% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
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