Original filing (PDF)20240412061853NAL0001126963001

TALCOTT GROUP, LLC

Name: TALCOTT GROUP, LLC — TALCOTT GROUP, LLC 401(K) PLAN, Form 5500 (2023)
Creator: TALCOTT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TALCOTT GROUP, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

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 average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TALCOTT GROUP, LLC

EIN

46-4249771all filings

Address

8814 NELSON CROSSING · VERONA, WI · 53593

Phone

(608) 535-8285

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EVERGREEN ADVISORS INC

EVERGREEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

$957K · 2 participants

LATITUDE WEALTH MANAGEMENT LLC

LATITUDE WEALTH MANAGEMENT LLC 401K PS PLAN

$957K · 2 participants

TOTAL CARE PHARMACY

TOTAL CARE PHARMACY 401(K) PROFIT SHARING PLAN

$956K · 16 participants

DESCHUTES PORTFOLIO STRATEGY,LLC

MATISSE CAPITAL CASH BALANCE PLAN

$956K · 7 participants

MCMARR PROPERTIES, INC.

MCMARR PROPERTIES 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.