· 2022–2024 · DOL EFAST2

Talley and Talley LLC — Talley and Talley LLC 401(k), Form 5500 (2025)

Original filing (PDF)20260428093256NAL0005286595001

Talley and Talley LLC

Form 5500-SF

FILING_RECEIVED

Talley and Talley LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Talley and Talley LLC's Talley and Talley LLC 401(k) Profit Sharing Plan & Trust covered 11 participants in 2025.

Active participants

11

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Above-average plan

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

7

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TALLEY AND TALLEY LLC.

Plan sponsor

Name

TALLEY AND TALLEY LLC

EIN

93-1697623all filings

Address

9533 FM 1488 STE 1500 · MAGNOLIA, TX · 77354

Phone

(409) 673-4768

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

Pontiac BOAT DOC, Inc.

Pontiac BOAT DOC, Inc. 401(k) Plan

Pratt Wellness, LLC

Pratt Wellness, LLC 401(k) Plan

Sanders Golf LLC

Sanders Golf LLC 401(k) Profit Sharing Plan & Trust

San Diego Paintball Park LLC

San Diego Paintball Park 401(k) Plan

DAVE & MYRA LLC

DAVE & MYRA LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.