Talon Retirement Plan
Sponsored by Talon Group, Llc · EIN 260846887 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 138
- With balances
- 127
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $35,879 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,551 |
| Plante & Moran, Pllc | Accounting | $25,300 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,998 |