How big is Craig-Hallum Capital Group LLC's plan?

Craig-Hallum Capital Group LLC's plan reported $52.2M in assets and 88 participants for 2024.

Original filing (PDF)20251009140638NAL0003637747002

Craig-Hallum Capital Group LLC

Name: Craig-Hallum Capital Group LLC — Craig-Hallum, Form 5500 (2024)
Creator: Craig-Hallum Capital Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Craig-Hallum Capital Group LLC 401(k) Plan

401(k) retirement plan · Craig-Hallum Capital Group LLC's Craig-Hallum Capital Group LLC 401(k) Plan held $52.2M in plan assets for 88 participants in 2024.

Signals · 3

94% in single holdingHigh average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$52.2M

Net assets (EOY)

$52.2M

People on this filing

Jeannie Sonstegard signed Craig-Hallum Capital Group LLC's 2024 Form 5500 as plan administrator.

Jeannie Sonstegard — 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

Craig-Hallum Capital Group LLC's EIN is 04-3672881.

EIN 04-3672881

Plan number 001

Plan year 2024

ACK ID 20251009140638NAL0003637747002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Craig-Hallum Capital Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Craig-Hallum Capital Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (97th percentile).

Plan sponsor

Name

CRAIG-HALLUM CAPITAL GROUP LLC

EIN

all filings

Address

323 NORTH WASHINGTON AVENUE · SUITE 300 · MINNEAPOLIS, MN · 55401

Phone

(612) 334-6323

Industry

Finance & Insurance

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$3K	—

Investments

26 direct securities· $51.5M(99% of reported assets)

Self-Directed Brokerage

$48.4M

1 holding

Mutual Funds

$2.8M

19 holdings

Common Stocks

$212K

4 holdings

Common Collective Trusts

$103K

1 holding

Bonds / Notes

$63K

1 holding

					% of plan
Self Directed Funds Self Directed Funds N/R	Self-Directed Brokerage	—	—	$48.4M	92.7%
Charles Schwab ETF (SCHX) SCH US LARGE CAP N/R	Mutual Funds	—	—	$606K	1.2%
Charles Schwab ETF (SCHG) SCH US LG CAP GRTH N/R	Mutual Funds	—	—	$337K	0.6%
Charles Schwab ETF (SCHF) SCH INTL EQ N/R	Mutual Funds	—	—	$318K	0.6%
Charles Schwab ETF (SCHD) SCH US DIV EQUITY N/R	Mutual Funds	—	—	$198K	0.4%
Charles Schwab ETF (SCHV) SCH US LG CAP VAL N/R	Mutual Funds	—	—	$166K	0.3%
Charles Schwab ETF (SCHE) SCH EMERG MKTS EQ N/R	Mutual Funds	—	—	$155K	0.3%
Charles Schwab ETF (SCHM) SCH US MID CAP N/R	Mutual Funds	—	—	$155K	0.3%
Charles Schwab ETF (SCHZ) SCH US AGGREGATE BD N/R	Mutual Funds	—	—	$137K	0.3%
BlackRock, Inc. ETF (ICF) ISH COHEN&STEER REIT N/R	Common Stocks	—	—	$132K	0.3%
Vanguard ETF (VCSH) VGD S-T CORP BD IDX N/R	Common Collective Trusts	—	—	$103K	0.2%
Vanguard ETF (VOT) VGD MID CAP GROWTH N/R	Mutual Funds	—	—	$99K	0.2%
Vanguard ETF (VBK) VGD SMALL CAP GRTH N/R	Mutual Funds	—	—	$95K	0.2%
Vanguard ETF (VBR) VGD SMALL CAP VAL N/R	Mutual Funds	—	—	$85K	0.2%
Charles Schwab ETF (SCHP) SCH US TIPS N/R	Mutual Funds	—	—	$80K	0.2%
Vanguard ETF (VNQ) VGD REIT INDEX N/R	Mutual Funds	—	—	$80K	0.2%
Charles Schwab ETF (SCHA) SCH US SMALL CAP N/R	Mutual Funds	—	—	$75K	0.1%
Vanguard ETF (VGSH) VGD ST TERM GOVT BD N/R	Mutual Funds	—	—	$72K	0.1%
Participant Loans Interest rates of 6.75% to 10.50%, maturing through 2028 -	Bonds / Notes	—	—	$63K	0.1%
Vanguard ETF (VOE) VGD MID CAP VALUE N/R	Mutual Funds	—	—	$54K	0.1%
BlackRock, Inc. ETF (HYG) ISH IBOX HIYLD CORBD N/R	Common Stocks	—	—	$40K	<0.1%
Charles Schwab ETF (SCHC) SCH INTL SM CAP N/R	Mutual Funds	—	—	$31K	<0.1%
Charles Schwab ETF (SCHR) SCH INT TERM USTRSY N/R	Mutual Funds	—	—	$27K	<0.1%
Charles Schwab Bank Savings - Money Market Deposit Account N/R	Mutual Funds	—	—	$26K	<0.1%
BlackRock, Inc. ETF (EFG) ISH MSCI EAFE GROWT N/R	Common Stocks	—	—	$21K	<0.1%
BlackRock, Inc. ETF (EFV) ISH MSCI EAFE VAL N/R	Common Stocks	—	—	$18K	<0.1%