Original filing (PDF)20250430163633NAL0004362674001

TALLEY ASSOCIATES, INC.

Name: TALLEY ASSOCIATES, INC. — TALLEY ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TALLEY ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

TALLEY ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALLEY ASSOCIATES, INC..

Plan sponsor

Name

TALLEY ASSOCIATES, INC.

EIN

75-2459616

Address

3301 ELM STREET · SUITE 100 · DALLAS, TX · 75226

Phone

(214) 871-7900

Industry

Professional & Technical Servicessee 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

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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