How big is Talmo & Associates, Inc.'s plan?

Talmo & Associates, Inc.'s plan reported $29K in assets and 471 participants for 2025.

Original filing (PDF)20260504221338NAL0000192627012

Talmo & Associates, Inc.

Name: Talmo & Associates, Inc. — Talmo & Associates, Inc., Form 5500 (2025)
Creator: Talmo & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Talmo & Associates, Inc. 401(k) Plan

401(k) retirement plan · Talmo & Associates, Inc.'s Talmo & Associates, Inc. 401(k) Plan held $29K in plan assets for 471 participants in 2025.

Signals · 1

No auditor on file

Active participants

471

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

Plan identifiers

Talmo & Associates, Inc.'s EIN is 95-4657717.

EIN 95-4657717

Plan number 001

Plan year 2025

ACK ID 20260504221338NAL0000192627012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Talmo & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score