How big is Talbott Associates, Inc.'s plan?

Talbott Associates, Inc.'s plan reported $2.6M in assets and 13 participants for 2024.

Original filing (PDF)20250924134800NAL0008734944001

Talbott Associates, Inc.

Name: Talbott Associates, Inc. — TAI Profit Sharing 401(k), Form 5500 (2024)
Creator: Talbott Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAI Profit Sharing 401(k) Trust

401(k) retirement plan · Talbott Associates, Inc.'s TAI Profit Sharing 401(k) Trust held $2.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Talbott Associates, Inc.'s EIN is 93-1051103.

EIN 93-1051103

Plan number 001

Plan year 2024

ACK ID 20250924134800NAL0008734944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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