How big is Talanton Advisors, LLC's plan?

Talanton Advisors, LLC's plan reported $306K in assets and 6 participants for 2025.

Original filing (PDF)20260508160126NAL0007169538001

Talanton Advisors, LLC

Name: Talanton Advisors, LLC — Talanton Advisors, LLC, Form 5500 (2025)
Creator: Talanton Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Talanton Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Talanton Advisors, LLC's Talanton Advisors, LLC 401(k) P/S Plan held $306K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

David Simms signed Talanton Advisors, LLC's 2025 Form 5500 as plan administrator.

David Simms — 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

Talanton Advisors, LLC's EIN is 83-0985961.

EIN 83-0985961

Plan number 001

Plan year 2025

ACK ID 20260508160126NAL0007169538001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Talanton Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Talanton Advisors, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALANTON ADVISORS, 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