How big is Halbert & Associates LLC's plan?

Halbert & Associates LLC's plan reported $6.3M in assets and 41 participants for 2024.

Original filing (PDF)20250630202335NAL0028185554001

Halbert & Associates LLC

Name: Halbert & Associates LLC — Halbert & Associates LLC, Form 5500 (2024)
Creator: Halbert & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halbert & Associates LLC 401(k) Plan

401(k) retirement plan · Halbert & Associates LLC's Halbert & Associates LLC 401(k) Plan held $6.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Shirley Horner signed Halbert & Associates LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Halbert & Associates LLC's EIN is 03-0575785.

EIN 03-0575785

Plan number 002

Plan year 2024

ACK ID 20250630202335NAL0028185554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halbert & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halbert & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALBERT & ASSOCIATES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off