How big is Talley Management Group, Inc.'s plan?

Talley Management Group, Inc.'s plan reported $3.6M in assets and 66 participants for 2024.

Original filing (PDF)20250723090516NAL0003853281001

Talley Management Group, Inc.

Name: Talley Management Group, Inc. — Talley Management, Form 5500 (2024)
Creator: Talley Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Talley Management Group, Inc. 401(k) Plan

401(k) retirement plan · Talley Management Group, Inc.'s Talley Management Group, Inc. 401(k) Plan held $3.6M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Talley Management Group, Inc.'s EIN is 52-1527206.

EIN 52-1527206

Plan number 003

Plan year 2024

ACK ID 20250723090516NAL0003853281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Talley Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Talley Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 TALLEY MANAGEMENT GROUP, INC..

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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