· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KARSTEN & TALLBERG, LLC — KARSTEN & TALLBERG, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728132522NAL0000813411001
KARSTEN & TALLBERG, LLC
Form 5500-SF
FILING_RECEIVED
KARSTEN & TALLBERG, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KARSTEN & TALLBERG, LLC
.
Find decision makers
Plan sponsor
Name
KARSTEN & TALLBERG, LLC
EIN
81-0667747
Address
500 ENTERPRISE DR STE 4B · ROCKY HILL, CT · 06067
Phone
(860) 233-5600
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEGAL RESEARCH , INC
LEGAL RESEARCH , INC. 401K PROFIT SHARING PLAN
$1.5M · 8 participants
LEISTICO & ESCH, PLLC
LEISTICO & ESCH PLLC 401(K) PLAN
$1.5M · 4 participants
DULIN MCQUINN YOUNG, LLP
DULIN MCQUINN YOUNG RETIREMENT BENEFITS PLAN
$1.5M · 13 participants
LAW OFFICE OF HOWARD J. WASSERMAN
LAW OFFICE OF HOWARD J. WASSERMAN PROFIT SHARING PLAN
$1.5M · 7 participants
ADOPTION ASSOCIATES, LLC
ADOPTION ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 3 participants
THE CONNOLLY LAW GROUP, P.A.
CONNOLLY LAW GROUP, P.A. 401(K) PENSION PLAN
$1.5M · 14 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
