Plan Ledger DOL Form 5500 · updated monthly

Tallan, Inc.401(k)

TALLAN, INC. SAVINGS & RETIREMENT 401(K) PLAN · COLCHESTER, CT · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Tallan, Inc. reported $114,675 in plan administrative expenses for 2022: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,580 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 392nd-largest of 1,106 plans among Connecticut employers on file, and the 3,834th of 11,654 in professional & technical services. In 2022, employees put in $4.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,441,014
Participants with balances339
Active participants111
Employer contributions$397,394
Employee contributions$1,597,063
Employer contribution per active participant$3,580
Average account balance$98,646
Benefits paid to participants$2,168,884
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $522K emplr
2022$33.4M · 339 accts · $397K emplr
The Tallan, Inc. 401(k) match · 2022
Employer contribution per active participant$3,580
Median for plans this size$2,266

Tallan, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$114,675 · 0.31%
Similar plansProfessional & Technical Services · Connecticut
Jcj Business Corp, Inc. CT$41.6M · 0.20%
Finn Dixon & Herling LLP CT$38.3M · 0.36%
Cidra Holdings LLC CT$36.6M · 0.04%
Charter Brokerage, LLC CT$31.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134239746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.