What public Form 5500 filings show about the HALO Branded Solutions, Inc. 401(k) plan — and how to find and check your own account.
HALO Branded Solutions, Inc. (EIN 03-0509520) reports HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $131.4M in plan assets across 1,886 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 HALO Branded Solutions, Inc. filing — schedules, fees, and providers.
HALO Branded Solutions, Inc.’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 HALO Branded Solutions, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOKF NA, MESIROW FINANCIAL.