Talley Management Group, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Talley Management Group, INC.
  • Sponsor EIN: 521527206
  • Sponsor Address: 19 MANTUA ROAD, MOUNT ROYAL, NJ, 08061
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 95
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202595$3.5M$0$0
202457$2.0M$72,621$0
202346$1.9M$28,280$0
202244$1.7M$28,816$0

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