Talon Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Talon Investments, INC.
  • Sponsor EIN: 273213638
  • Sponsor Address: 8301 EAST BAY BLVD, NAVARRE, FL, 32566
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.8M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.8M$38,258$20,055
20235$1.9M$9,731$28,366
20224$312,018$7,282$28,060

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