Original filing (PDF)20241015100042NAL0056910210001

TALCOTT HOLDINGS, INC.

Name: TALCOTT HOLDINGS, INC. — TALCOTT HOLDINGS, INC. 401(K) PLAN & TRUST, Form 5500 (2023)
Creator: TALCOTT HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

TALCOTT HOLDINGS, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

TALCOTT HOLDINGS, INC.

EIN

90-0782432

Address

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

Phone

(415) 218-4850

Industry

Real Estatesee all

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

Related plans

Similar-size Real Estate plans

LARC PROPERTIES, INC.

LARC PROPERTIES, INC. PROFIT SHARING PLAN AND TRUST

$1.5M · 7 participants

CRAFTSMAN QUALITY HOMES, LLC

SAN GIOVAN INC. RESTATED DEFINED BENEFIT PENSION PLAN

$1.4M · 2 participants

SPERRY VAN NESS-RANKIN COMPANY

SPERRY VAN NESS-RANKIN COMPANY, LLC 401(K) PLAN

$1.5M · 2 participants

MYNHD, INC.

MYNHD, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 32 participants

ALPE CORPORATION

ALPE CORPORATION PROFIT SHARING PLAN