Tallen Technology Rentals 401(k) Plan
Sponsored by Tallen, Inc. · EIN 383644784 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 119
- With balances
- 195
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 |
|---|---|---|
| Davidson Wealth Management Llc CRD 153227 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing, Recordkeeping fees | $28,374 |
| Davidson Wealth Management Llc | Investment advisory (plan) | $22,266 |
| Intac Actuarial Services, Inc | Consulting (pension) | $931 |