What public Form 5500 filings show about the Hallenross and Associates LLC 401(k) plan — and how to find and check your own account.
Hallenross and Associates LLC (EIN 73-1672208) reports HALLENROSS AND ASSOCIATES LLC 401K PLAN on its most recent Form 5500, with $562K in plan assets across 16 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 Hallenross and Associates LLC filing — schedules, fees, and providers.
Hallenross and Associates 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 Hallenross and Associates LLCHR for the recordkeeper’s name and login.
