Jessica Serafin signed HALO Branded Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HALO Branded Solutions, Inc.'s EIN is 03-0509520.
Download the official 2024 Form 5500 (PDF) for HALO Branded Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HALO Branded Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $225K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
