Talley Inc. Cash Or Deferred Profit Sharing Plan
Sponsored by Talley Inc. · EIN 953872464 · Plan #001
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 294
- With balances
- 317
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan) | $95,115 |
| John Hancock Retirement Plan Serv | Recordkeeping, Trustee (institutional), Recordkeeping fees | $69,159 |