HALL FINANCIAL GROUP, LTD 401(k) Plan
What public Form 5500 filings show about the HALL FINANCIAL GROUP, LTD 401(k) plan — and how to find and check your own account.
The HALL FINANCIAL GROUP, LTD 401(k) on its latest Form 5500
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.
Who runs the HALL FINANCIAL GROUP, LTD 401(k)?
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).
How to check your HALL FINANCIAL GROUP, LTD 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask HALL FINANCIAL GROUP, LTD 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).