· 2022–2024 · DOL EFAST2

Talcott Holdings, Inc. — Talcott Holdings, Inc., Form 5500 (2023)

Original filing (PDF)20241015100042NAL0056910210001

Talcott Holdings, Inc.

Form 5500-SF

FILING_RECEIVED

Talcott Holdings, Inc. 401(k) Plan & Trust

401(k) retirement plan · Talcott Holdings, Inc.'s Talcott Holdings, Inc. 401(k) Plan & Trust held $1.5M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

TALCOTT HOLDINGS, INC.

EIN

90-0782432all filings

Address

6538 COLLINS AVENUE, SUITE 233 · MIAMI BEACH, FL · 33141

Phone

(415) 218-4850

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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