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

> Talley LLP's 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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