Plan Snapshot
- Plan Sponsor: Talon Advisory INC.
- Sponsor EIN: 882018841
- Sponsor Address: 1854 WEST ASPEN AVENUE, GILBERT, AZ, 85233
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $209,541
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1 | $209,541 | $0 | $0 |
| 2023 | 2 | $43,693 | $0 | $0 |
| 2022 | 2 | $57,150 | $0 | $0 |