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Original filing (PDF)20251014144932NAL0001570451001
HALLORAN CONSULTING GROUP, INC.
Form 5500
FILING_RECEIVED
HALLORAN RETIREMENT PLAN
401(k) retirement plan
Signals · 1
59% in single holding
Active participants
72
Accounts w/ balance
117
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Columbia Balanced I3 Fund Mutual Fund" is 59% of plan.
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLORAN CONSULTING GROUP, INC..
Plan sponsor
Name
HALLORAN CONSULTING GROUP, INC.
EIN
04-3408953
Address
245 MAIN ST. · 2ND FLOOR · CAMBRIDGE, MA · 02142
Phone
(617) 648-7879
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | OTHER SERVICES | $0 | — |
Investments
30 direct securities · 4 pooled funds· $14.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.4M
30 holdings
Pooled Separate Account
$1.5M
3 holdings
Common Collective Trust
$146K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Balanced I3 Fund Mutual Fund | — | — | — | $7.5M | 58.8% | |
| Sep Acct+ accounts * Principal Global Investors LgCap S&P Pooled Separate | — | — | — | $1.3M | 10.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.3M | 10.6% | |
| JP Morgan Large Cap Gr R6 Ds Mutual Fund | — | — | — | $489K | 3.8% | |
| Columbia Contra Core I3 Fund Mutual Fund | — | — | — | $358K | 2.8% | |
| Vanguard Explorer Admiral Fund Mutual Fund | — | — | — | $226K | 1.8% | |
| American Funds NewPrsp R6 Fnd Mutual Fund | — | — | — | $209K | 1.6% | |
| BNYM Dynamic Value Y Fund Mutual Fund | — | — | — | $188K | 1.5% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd Mutual Fund | — | — | — | $185K | 1.4% | |
| PIMCO StockPLUS Intl I Fund Mutual Fund | — | — | — | $173K | 1.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund | — | — | — | $165K | 1.3% | |
| Invesco Divers Dividend R6 Fd Mutual Fund | — | — | — | $164K | 1.3% | |
| Am Fds EuroPacific Grth R6 Fd Mutual Fund | — | — | — | $153K | 1.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $146K | 1.1% | |
| Undisc Mgrs Behav Value R6 Fd Mutual Fund | — | — | — | $118K | 0.9% | |
| AB Large Cap Growth Z Fund Mutual Fund | — | — | — | $117K | 0.9% | |
| Vanguard Strat Equity Inv Fund Mutual Fund | — | — | — | $115K | 0.9% | |
| Notes receivable from participants Notes with interest | — | — | — | $111K | 0.9% | |
| Vanguard Fin Index Adm Fd Mutual Fund | — | — | — | $105K | 0.8% | |
| MFS InterntlEquity R6 Fund Mutual Fund | — | — | — | $99K | 0.8% | |
| Invesco Value Opp R6 Fnd Mutual Fund | — | — | — | $94K | 0.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $86K | 0.7% | |
| PIMCO Intl Bond (USD-Hdg) I Fd Mutual Fund | — | — | — | $78K | 0.6% | |
| DFA Intl Core Equity I Fd Mutual Fund | — | — | — | $73K | 0.6% | |
| Fidelity Adv Tech Z Fund Mutual Fund | — | — | — | $70K | 0.6% | |
| PIMCO Income Institutional Fd Mutual Fund | — | — | — | $70K | 0.5% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $69K | 0.5% | |
| Separate Account+ accounts Loomis Sayles Inv Gr Bd N Fd Mutual Fund | — | — | — | $53K | 0.4% | |
| Vanguard RE Index Adm Fund Mutual Fund | — | — | — | $50K | 0.4% | |
| First Eagle Global I Fund Mutual Fund | — | — | — | $49K | 0.4% | |
| Vanguard Health Care Adm Fund Mutual Fund | — | — | — | $46K | 0.4% | |
| T. Rowe Price Intl Disc I Fd Mutual Fund | — | — | — | $23K | 0.2% | |
| (E) | — | — | — | $14K | 0.1% | |
| American Funds NewWorld R6 Mutual Fund | — | — | — | $14K | 0.1% |
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