Original filing (PDF)20241009084124NAL0018913409001

TALON HOLDINGS, LLC

Name: TALON HOLDINGS, LLC — TALON HOLDINGS, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: TALON HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

TALON HOLDINGS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALON HOLDINGS, LLC.

Plan sponsor

Name

TALON HOLDINGS, LLC

EIN

84-1312546

Address

1407 HIWAN COURT · FORT COLLINS, CO · 80525

Phone

(970) 379-1745

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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