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Original filing (PDF)20250814132936NAL0013706784001
HALL COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
HALL COMMUNICATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
94
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
20 pooled trusts
Schedule D
21 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL COMMUNICATIONS, INC..
Plan sponsor
Name
HALL COMMUNICATIONS, INC.
EIN
06-0843728
Address
404 WEST LIME STREET · LAKELAND, FL · 33815
Phone
(863) 682-8184
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
2025-08-14
Pension benefit codes
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
PRIDA, GUIDA & PEREZ, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIDA, GUIDA & PEREZ, P.A. | 59-1978917 | — | AUDIT | $14K | — |
Investments
21 direct securities · 20 pooled funds· $24.1M(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
$12.8M
21 holdings
Pooled Separate Account
$11.3M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Co. Inc. | — | — | — | $1.5M | 11.8% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $1.5M | 11.8% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $1.5M | 11.6% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $1.3M | 9.8% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $1.3M | 9.8% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $1.2M | 9.3% | |
| AMERICAN CENTURY DISCIPLINE GR OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 570 | Pooled Separate Account | — | — | $1.2M | 9.3% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $884K | 6.9% | |
| LORD ABBETT TOTAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 589 | Pooled Separate Account | — | — | $884K | 6.9% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $838K | 6.5% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $838K | 6.5% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $569K | 4.4% | |
| HARTFORD INTL OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 646 | Pooled Separate Account | — | — | $569K | 4.4% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $502K | 3.9% | |
| DFA INF-PROTECTED SEC PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $502K | 3.9% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $492K | 3.8% | |
| TRANSAMERICA INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 669 | Pooled Separate Account | — | — | $492K | 3.8% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $451K | 3.5% | |
| COLUMBIA BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 633 | Pooled Separate Account | — | — | $451K | 3.5% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $439K | 3.4% | |
| AMERICAN CENTURY GOVT BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $439K | 3.4% | |
| BR&YWINEGLBL - GLBL OPP BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 662 | Pooled Separate Account | — | — | $413K | 3.2% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $413K | 3.2% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $390K | 3.0% | |
| VIRTUS CEREDEX MD-CP VL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $390K | 3.0% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $380K | 3.0% | |
| INVESCO MAIN STREET RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 242 | Pooled Separate Account | — | — | $380K | 3.0% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $361K | 2.8% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $361K | 2.8% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $359K | 2.8% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $359K | 2.8% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $312K | 2.4% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $312K | 2.4% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $309K | 2.4% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $309K | 2.4% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $244K | 1.9% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $244K | 1.9% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $214K | 1.7% | |
| HARTFORD SMALL CAP GR HLS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 647 | Pooled Separate Account | — | — | $214K | 1.7% | |
| Transamerica Life Insurance Co. Inc. | — | — | — | $198K | 1.5% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $198K | 1.5% |
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