Plan Ledger DOL Form 5500 · updated monthly

Talalay Global, Inc.401(k)

TALALAY GLOBAL, INC. 401(K) PROFIT SHARING PLAN · SHELTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Talalay Global, Inc. reported $26,809 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,701 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.40% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Connecticut (752nd of 1,106), and 8,753rd of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 138 to 178 since 2022.

Plan summary
Net assets, end of year$10,066,265
Participants with balances197
Active participants178
Employer contributions$302,790
Employee contributions$670,174
Employer contribution per active participant$1,701
Average account balance$51,098
Benefits paid to participants$966,512
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 197 accts · $303K emplr
2023$8.9M · 181 accts · $235K emplr
2022$7.2M · 143 accts · $212K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,809
Total administrative$26,809
The Talalay Global, Inc. 401(k) match · 2024
Employer contribution per active participant$1,701
Median for plans this size$1,313
2024$1,701 per active participant
2023$1,527 per active participant
2022$1,533 per active participant

Talalay Global, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL LLC · Investment advisory (plan)$22,096
FIDELITY INVESTMENTS · Loan processing$4,713

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,809 · 0.28%
2023$22,480 · 0.28%
2022$33,048 · 0.40%
Same employer
Similar plansManufacturing · Connecticut
The J. E. Shepard Company CT$11.4M · 0.11%
Commercial Sewing, Inc. CT$10.8M · 0.62%
Acme Monaco Corporation CT$10.7M · 0.16%
C. Cowles & Company CT$10.2M · 0.33%
Polymer Resources LTD CT$10.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851478469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.