Assets by plan
Share of aggregate retirement assets
Filings through .
Talentwoo
EIN 27-0302635real estateLatest filing 2024
Plans
3
Retirement
3
$1.0M assets
Health & Benefits
0
Participants
50
4365 E. PECOS DRIVE, SUITE 120 - GILBERT, AZ 85295480-413-9400talentwoo.comLinkedIn11-50 employeesreal estate
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.0M assets / 50 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TALENTWOO CASH BALANCE PLAN
Cash balance
Assets$629K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TALENTWOO PROFIT SHARING PLAN
Profit-sharing
Assets$283K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TALENTWOO 401(K) PROFIT SHARING PLAN
401(k)
Assets$135K
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TALENTWOO CASH BALANCE PLAN | Cash balance | $629K | 19 | 2024 |
| #003 | TALENTWOO PROFIT SHARING PLAN | Profit-sharing | $283K | 11 | 2024 |
| #001 | TALENTWOO 401(K) PROFIT SHARING PLAN | 401(k) | $135K | 20 | 2024 |
- #002 · Cash balance · 202419
- #003 · Profit-sharing · 202411
- #001 · 401(k) · 202420
Retirement plans