Steven Gunnell signed Talley Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Talley Inc.'s EIN is 95-3872464.
Download the official 2024 Form 5500 (PDF) for Talley Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Talley Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 95-3872464 | — | INVESTMENT ADVISOR | $95K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock MFS Growth Fund R6 | Mutual Funds | — | — | $16.1M | 37.5% | |
| John Hancock JP Morgan Equity Income R6 | Other securities | — | — | $5.6M | 13.0% | |
| John Hancock iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $2.8M | 6.6% | |
| John Hancock iShares S&P 500 Index Fd K | Common Collective Trusts | — | — | $2.7M | 6.4% | |
| John Hancock Voya Mid Cap Opportunities R6 | Other securities | — | — | $2.1M | 5.0% | |
| JOHN HANCOCK LIFE INSURANCE CO USA JH STABLE VALUE FUND R6 · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.6% | |
| John Hancock Voya Intermediate Bond R6 | Other securities | — | — | $1.6M | 3.6% | |
| John Hancock BlackRock LP Index 2030 K | Other securities | — | — | $1.4M | 3.3% | |
| John Hancock Touchstone Balanced Y | Other securities | — | — | $1.4M | 3.3% | |
| John Hancock BlackRock LP Index 2040 K | Other securities | — | — | $964K | 2.2% | |
| John Hancock iShares Russell 2000 SC Idx K | Common Collective Trusts | — | — | $950K | 2.2% | |
| John Hancock Lord Abbett Short Dur Inc R6 | Mutual Funds | — | — | $843K | 2.0% | |
| John Hancock Voya High Yield Bond Fd I | Other securities | — | — | $712K | 1.7% | |
| John Hancock BlackRock LP Index 2050 K | Other securities | — | — | $679K | 1.6% | |
| Interest rates ranging at 4.25% to 9.5% | Bonds / Notes | — | — | $638K | 1.5% | |
| John Hancock BlackRock LP Index 2060 K | Other securities | — | — | $637K | 1.5% | |
| John Hancock MFS International Growth Fd R6 | Mutual Funds | — | — | $493K | 1.1% | |
| Plan sponsor Employer contributions receivable, discretionary and from match | Other securities | — | — | $310K | 0.7% | |
| John Hancock Vanguard Emerging Mkts Sel | Mutual Funds | — | — | $218K | 0.5% | |
| John Hancock BlackRock LP Index Ret K | Other securities | — | — | $155K | 0.4% | |
| John Hancock American Cent SC Growth R6 | Other securities | — | — | $121K | 0.3% | |
| John Hancock MFS Mid Cap Value Fd R6 | Mutual Funds | — | — | $120K | 0.3% | |
| John Hancock Cohen & Steers Real Est Sec Z | Other securities | — | — | $115K | 0.3% | |
| John Hancock Invesco Gold & Spec Min R6 | Mutual Funds | — | — | $107K | 0.2% | |
| John Hancock iShares Russell Mid Cap Idx K | Common Collective Trusts | — | — | $43K | <0.1% | |
| John Hancock DWS Enhan Commodity Strat Inst | Other securities | — | — | $36K | <0.1% | |
| Employees Employee contributions receivable | Other securities | — | — | $33K | <0.1% | |
| John Hancock BlackRock Commodity Strat K | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
