Plan Snapshot
- Plan Sponsor: Talley LLP
- Sponsor EIN: 813071614
- Sponsor Address: 1100 TOWN AND COUNTRY RD., ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 53 | $8.3M | $0 | $308,247 |
| 2023 | 62 | $7.0M | $0 | $317,710 |
| 2022 | 51 | $6.0M | $0 | $302,853 |