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Original filing (PDF)20251009114732NAL0011384640001
HALL PRANGLE & SCHOONVELD LLC
Form 5500
FILING_RECEIVED
HALL PRANGLE & SCHOONVELD LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
162
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL PRANGLE & SCHOONVELD LLC.
Plan sponsor
Name
HALL PRANGLE & SCHOONVELD LLC
EIN
04-3674858
Address
200 SOUTH WACKER DRIVE, SUITE 3300 · CHICAGO, IL · 60606
Phone
(312) 345-9600
Industry
Law Offices· 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
2025-10-09
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SELDEN FOX, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $29K | — |
| KOVITZ INVESTMENT GROUP PARTNERS | 47-5657416 | — | ADVISOR | $12K | — |
Investments
18 direct securities · 9 pooled funds· $27.5M(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
$23.9M
18 holdings
Common Collective Trust
$3.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 299,504.788 Shares | — | — | $300K | $5.2M | 18.8% | |
| American Funds 2035 Target Date R6 229,567.042 Shares | — | — | $230K | $4.4M | 15.9% | |
| American Funds 2045 Target Date R6 159,752.950 Shares | — | — | $160K | $3.4M | 12.3% | |
| American Funds 2025 Target Date R6 221,687.368 Shares | — | — | $222K | $3.4M | 12.2% | |
| American Funds 2050 Target Date R6 92,198.608 Shares | — | — | $92K | $1.9M | 7.0% | |
| American Funds 2040 Target Date R6 92,197.834 Shares | — | — | $92K | $1.9M | 6.9% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | $2K | $1.8M | 6.4% | |
| Fidelity Large Cap Growth Index Fund 32,885.030 Shares | — | — | $33K | $1.3M | 4.7% | |
| American Funds 2055 Target Date R6 28,086.259 Shares | — | — | $28K | $742K | 2.7% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $39K | $467K | 1.7% | |
| Large Cap Value Fund Fee Class R1 14,650.142 Shares | — | — | $15K | $316K | 1.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $316K | 1.1% | |
| dates ranging from 5/30/2025 through 5/15/2045 | — | — | — | $274K | 1.0% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $2K | $266K | 1.0% | |
| American Funds 2060 Target Date R6 14,553.225 Shares | — | — | $15K | $261K | 0.9% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $2K | $238K | 0.9% | |
| International Stock Fund Class R1 16,372.086 Shares | — | — | $16K | $197K | 0.7% | |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $197K | 0.7% | |
| DFA Real Estate Securities Portfolio Inst. 4,244.802 Shares | — | — | $4K | $171K | 0.6% | |
| Allspring Special Mid Cap Value Fund R6 3,500.107 Shares | — | — | $4K | $167K | 0.6% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $7K | $132K | 0.5% | |
| PIMCO Income Fund Institutional Class 11,587.463 Shares | — | — | $12K | $122K | 0.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $7K | $113K | 0.4% | |
| Fidelity Total Bond K6 Fund 11,794.967 Shares | — | — | $12K | $103K | 0.4% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | $9K | $98K | 0.4% | |
| American Funds 2015 Target Date R6 5,074.592 Shares | — | — | $5K | $62K | 0.2% | |
| Lincoln Stable Value Account | — | — | — | $51K | 0.2% |
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