Tally Personnel, Llc 401(k) Plan: Login, Facts & Contact Information

Tally Personnel, Llc 401(k) Plan Facts

Plan name
TALLY PERSONNEL 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TALLY PERSONNEL, LLC
Participants
455 (375 active employees)
Former employees with a balance
83
Plan assets
$9,342,556 at Dec 31, 2024
Average account balance
$31,246 across 299 accounts
Employer contributions
$526,640 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.56 million went into the plan in contributions, $526,640 of it from the employer (21%).
  • $1.20 million was paid out to participants.
  • Investment and other income added $1.12 million.
  • Administrative expenses were $33,545, about $112 per account.

How the Tally Personnel, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019308$3.65 million$174,379$467,738
2020422$4.69 million—$1.57 million
2021415$6.03 million—$767,162
2022430$5.39 million—$1.47 million
2023493$6.90 million$257,952$1.08 million
2024455$9.34 million$526,640$1.20 million

Tally Personnel, Llc 401(k) Contact Information

Phone
832-530-4880
Mailing address
14345 NORTHWEST FREEWAY, HOUSTON TX 77040
Plan sponsor
TALLY PERSONNEL, LLC
Employer identification number (EIN)
81-0865574
Plan number
001

Questions about the Tally Personnel, Llc 401(k)

Does Tally Personnel, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $526,640, 21% of all contributions.

Does the Tally Personnel, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Tally Personnel, Llc 401(k) plan?

455 participants at the start of plan year 2024, 375 of them active employees, and 83 former employees who still had money in the plan.

What is the average 401(k) balance at Tally Personnel, Llc?

About $31,246 per account: $9.34 million in plan assets across 299 accounts with a balance at the end of plan year 2024.

Who manages the Tally Personnel, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Tally Personnel, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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