Back to filter
Original filing (PDF)20231016145347NAL0038183649001
TELAMON CORPORATION
Form 5500
FILING_RECEIVED
TELAMON CORPORATION TAX SHELTERED RETIREMENT PLAN
401(k) retirement plan
Active participants
616
Accounts w/ balance
959
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 152% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELAMON CORPORATION.
Plan sponsor
Name
TELAMON CORPORATION
EIN
56-1022483
Address
5560 MUNFORD RD. STE 201 · RALEIGH, NC · 27612
Phone
(919) 239-8119
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
PETWAY, MILLS AND PEARSON, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCC | 84-0467907 | — | SERVICE PROVIDER | $135K | — |
| FIRST ALLIED SECURITIES INC | 11-3152836 | — | SHAREHOLDER SERVICE PROV | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.