How big is Karsten & Tallberg, LLC's plan?

Karsten & Tallberg, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250728132522NAL0000813411001

Karsten & Tallberg, LLC

Name: Karsten & Tallberg, LLC — Karsten & Tallberg, LLC, Form 5500 (2024)
Creator: Karsten & Tallberg, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karsten & Tallberg, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Karsten & Tallberg, LLC's Karsten & Tallberg, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

James Tallberg signed Karsten & Tallberg, LLC's 2024 Form 5500 as plan administrator.

James Tallberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Karsten & Tallberg, LLC's EIN is 81-0667747.

EIN 81-0667747

Plan number 001

Plan year 2024

ACK ID 20250728132522NAL0000813411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Karsten & Tallberg, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Karsten & Tallberg, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KARSTEN & TALLBERG, LLC

EIN

all filings

Address

500 ENTERPRISE DR STE 4B · ROCKY HILL, CT · 06067

Phone

(860) 233-5600

Industry

Law Offices· Professional & Technical Services

Plan administrator