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HALL FINANCIAL GROUP LLC 401(k) Plan

What public Form 5500 filings show about the HALL FINANCIAL GROUP LLC 401(k) plan — and how to find and check your own account.

Plan assets
$559K
Participants
4
Plans on file
1

The HALL FINANCIAL GROUP LLC 401(k) on its latest Form 5500

HALL FINANCIAL GROUP LLC (EIN 27-0949068) reports HALL FINANCIAL GROUP LLC 401(K) P/S PLAN on its most recent Form 5500, with $559K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full HALL FINANCIAL GROUP LLC filing — schedules, fees, and providers.

Who runs the HALL FINANCIAL GROUP LLC 401(k)?

HALL FINANCIAL GROUP LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask HALL FINANCIAL GROUP LLCHR for the recordkeeper’s name and login.

How to check your HALL FINANCIAL GROUP LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask HALL FINANCIAL GROUP LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: HALL FINANCIAL GROUP LLC — all Form 5500 filings (EIN 27-0949068) · Wisconsin employer EIN lookup · Form 5500 search
HALL FINANCIAL GROUP LLC 401(k) Plan — Form 5500