How big is Tallied Technologies Inc.'s plan?

Tallied Technologies Inc.'s plan reported $437K in assets and 11 participants for 2024.

Original filing (PDF)20250718150328NAL0000919891001

Tallied Technologies Inc.

Name: Tallied Technologies Inc. — Tallied Technologies, Form 5500 (2024)
Creator: Tallied Technologies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tallied Technologies Inc. 401(k) Plan

401(k) retirement plan · Tallied Technologies Inc.'s Tallied Technologies Inc. 401(k) Plan held $437K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

People on this filing

Marcus Bowie signed Tallied Technologies Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Tallied Technologies Inc.'s EIN is 87-2786610.

EIN 87-2786610

Plan number 001

Plan year 2024

ACK ID 20250718150328NAL0000919891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tallied Technologies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALLIED TECHNOLOGIES INC..

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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