Original filing (PDF)20250412220348NAL0048727922048

TALLMAN INSIGHTS, INC.

Name: TALLMAN INSIGHTS, INC. — TALLMAN INSIGHTS 401(K) PLAN, Form 5500 (2024)
Creator: TALLMAN INSIGHTS, INC.

Form 5500-SF

FILING_RECEIVED

TALLMAN INSIGHTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

TALLMAN INSIGHTS, INC.

EIN

81-0576610

Address

324 DAWN RIVER CV · AUSTIN, TX · 78732

Phone

(512) 600-8301

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

EPOCH 5 MARKETING, INC.

EPOCH 5 MARKETING, INC. 401(K) PROFIT SHARING PLAN

$1.0M · 7 participants

WHITE LABEL INC. DBA SIDECAR DRINKS

SIDECAR DRINKS 401(K) PLAN

$1.0M · 31 participants

HERO MARKETING

HERO MARKETING 401(K) PLAN

$1.0M · 8 participants

ALLIANCE SPORT MARKETING, LLC

ALLIANCE SPORT MARKETING, LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 9 participants

ARKANSAS BANKERS ASSOCIATION

ARKANSAS BANKERS ASSOCIATION 401(K) PLAN