# Talley INC. 401(k) Plan
Source: https://planprovider.pro/companies/talley-inc-401k-plan

> Talley INC.'s 401(k) plan: 294 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Talley INC.

- **Sponsor EIN:** 953872464

- **Sponsor Address:** 12976 SANDOVAL STREET, SANTA FE SPRINGS, CA, 90670

- **Plan Type:** 401(k)

- **Total Participants:** 294

- **Total Assets:** $43.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|294|$43.0M|$577,917|$1.5M|

| 2023|298|$37.3M|$614,764|$1.1M|

| 2022|303|$34.6M|$1.0M|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EGAN & EGAN, CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$158,937|$95,115|$63,822|—|—|

| 2023|$145,992|$86,732|$59,260|—|—|

| 2022|$146,218|—|$146,218|—|—|

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