What public Form 5500 filings show about the Hall Financial Group, Ltd. 401(k) plan — and how to find and check your own account.
Hall Financial Group, Ltd. (EIN 75-2737328) reports HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST on its most recent Form 5500, with $37.4M in plan assets across 281 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, Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hall Financial Group, Ltd. 401(k).
