Horacio Lavallen signed Tallen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tallen, Inc.'s EIN is 38-3644784.
Download the official 2024 Form 5500 (PDF) for Tallen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tallen, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | TRUST/RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIDSON WEALTH MANAGEMENT LLC | 27-1919618 | ENGLISHTOWN, NJ | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.2M | 15.8% | |
| Fund American Funds American Funds Growth Fund of | Mutual Funds | — | — | $569K | 7.2% | |
| America R6 Hotchkis & Wiley Hotchkis & Wiley Large Cap | Other securities | — | — | $557K | 7.1% | |
| Fdml Value I Fidelity Advisor Growth | Mutual Funds | — | — | $555K | 7.1% | |
| Opportunities Fund Fidelity 500 Index Fund | Common Collective Trusts | — | — | $507K | 6.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $432K | 5.5% | |
| Fund Invesco Global Fund Class Y | Mutual Funds | — | — | $373K | 4.7% | |
| Baron Capital Group, Inc Baron Small Cap Fund | Common Stocks | — | — | $360K | 4.6% | |
| Institutional Class Vanguard Dividend Growth Fund | Mutual Funds | — | — | $327K | 4.2% | |
| Investor Shares * Nationwide Investor Destinations | Other securities | — | — | $265K | 3.4% | |
| Moderately Aggressive Fund Class R6 Vanguard Target Retirement 2055 | Mutual Funds | — | — | $218K | 2.8% | |
| Fund John Hancock John Hancock Funds Disciplined | Other securities | — | — | $216K | 2.7% | |
| Value Mid Cap Fund * Nationwide Investor Destinations | Other securities | — | — | $215K | 2.7% | |
| Aggressive Fund Class R6 Oakmark International Fund | Other securities | — | — | $213K | 2.7% | |
| Investor Class * Nationwide Investor Destinations | Other securities | — | — | $207K | 2.6% | |
| Moderately Fund Class R6 Fidelity Advisor Stock Selector | Mutual Funds | — | — | $205K | 2.6% | |
| Mid Cap Vanguard Equity-Income Fund | Mutual Funds | — | — | $197K | 2.5% | |
| Investor Shares Vanguard Target Retirement 2060 | Mutual Funds | — | — | $191K | 2.4% | |
| Fund Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $161K | 2.0% | |
| Class I Dimensional Fund Advisors DFA U.S. Targeted Value | Mutual Funds | — | — | $135K | 1.7% | |
| Portfolio Institutional MFS Global Growth Fund Class | Mutual Funds | — | — | $131K | 1.7% | |
| R4 Vanguard Target Retirement 2035 | Mutual Funds | — | — | $91K | 1.2% | |
| Fund PIMCO Income Fund INST | Mutual Funds | — | — | $85K | 1.1% | |
| Cohen & Steers Cohen & Steers Real Estate | Other securities | — | — | $78K | 1.0% | |
| Securities I Vanguard Target Retirement 2040 | Mutual Funds | — | — | $64K | 0.8% | |
| Fund Vanguard Target Retirement 2030 | Mutual Funds | — | — | $63K | 0.8% | |
| Fund Vanguard Target Retirement 2025 | Mutual Funds | — | — | $62K | 0.8% | |
| Fund American Funds American Funds American High- | Mutual Funds | — | — | $60K | 0.8% | |
| Notes receivable from participants * Participant Loans Interest rates (3%-8%) Maturity | Participant loans | — | — | $59K | 0.7% | |
| Income R6 * Nationwide Investor Destinations | Other securities | — | — | $18K | 0.2% | |
| Income Fund Franklin Templeton Investment ClearBridge Large Cap Growth ** 106 Fund - Class A JPMorgan U.S Equity Fund Class ** 103 R5 Insurance Contracts at Contract Value * Nationwide Fixed Account | Mutual Funds | — | — | $11K | 0.1% | |
| Conservative Fund Class R6 Vanguard Target Retirement 2065 | Mutual Funds | — | — | $2K | <0.1% | |
| Fund MSIF Incptn 1 | Other securities | — | — | $1K | <0.1% | |
| Nationwide Investor Destinations | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES, INC | 11-3401702 | BOSTON, MA | PENSION CONSULTING/TPA | $931 | — |
