Original filing (PDF)20250609070318NAL0023223616001

HALLEN CENTER, INC.

Name: HALLEN CENTER, INC. — THE HALLEN SCHOOL PENSION PLAN, Form 5500 (2023)
Creator: HALLEN CENTER, INC.

Form 5500-SF

FILING_RECEIVED

THE HALLEN SCHOOL PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLEN CENTER, INC..

Plan sponsor

Name

HALLEN CENTER, INC.

EIN

13-2708737

Address

97 CENTRE AVE. · NEW ROCHELLE, NY · 10801

Phone

(914) 636-6600

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NATIONAL HOME INFUSION ASSOCIATION

NATIONAL HOME INFUSION ASSOCIATION 401(K) SAVINGS PLAN

$2.5M · 16 participants

TONIO BURGOS AND ASSOCIATES INC

TONIO BURGOS AND ASSOCIATES INC 401K PROFIT SHARING PLAN

$2.5M · 9 participants

A SECOND OPINION LLC

A SECOND OPINION, LLC 401K PLAN

$2.5M · 25 participants

CHARHON CALLAHAN ROBSON & GARZA PLLC

CHARHON CALLAHAN ROBSON & GARZA PLLC RETIREMENT TRUST

$2.5M · 8 participants

THE VEEN FIRM LLP

THE VEEN FIRM LLP 401(K) PLAN