Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TALESTRY INC.
EIN 47-2677601information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$15.3M assets
Welfare
0
Participants
43
3401 MALLORY LANE, SUITE 230 - FRANKLIN, TN 37067615-861-9360talestry.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 43 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#001
TALESTRY INC. RETIREMENT PLAN
ProfitSharing
Assets$14.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TALESTRY INC 401(K) PLAN
401k
Assets$444K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TALESTRY INC. RETIREMENT PLAN | ProfitSharing | $14.9M | 18 | 2025 | |
| 002 | TALESTRY INC 401(K) PLAN | 401k | $444K | 25 | 2025 |
Retirement plans