Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TALENTWOO
EIN 27-0302635real estateLatest filing 2024
Plans
3
Retirement
3
$1.0M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TALENTWOO CASH BALANCE PLAN
CashBalance
Assets$629K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TALENTWOO PROFIT SHARING PLAN
ProfitSharing
Assets$283K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TALENTWOO 401(K) PROFIT SHARING PLAN
401k
Assets$135K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TALENTWOO CASH BALANCE PLAN | CashBalance | $629K | 19 | 2024 | |
| 003 | TALENTWOO PROFIT SHARING PLAN | ProfitSharing | $283K | 11 | 2024 | |
| 001 | TALENTWOO 401(K) PROFIT SHARING PLAN | 401k | $135K | 20 | 2024 |
Retirement plans