How big is Halling & MEZA LLP's plan?

Halling & MEZA LLP's plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20250624182826NAL0010274224001

Halling & MEZA LLP

Name: Halling & MEZA LLP — Halling & MEZA LLP 401(k), Form 5500 (2024)
Creator: Halling & MEZA LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halling & MEZA LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Halling & MEZA LLP's Halling & MEZA LLP 401(k) Profit Sharing Plan held $2.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Chris Halling signed Halling & MEZA LLP's 2024 Form 5500 as plan administrator.

Chris Halling — 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

Halling & MEZA LLP's EIN is 20-1578088.

EIN 20-1578088

Plan number 001

Plan year 2024

ACK ID 20250624182826NAL0010274224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halling & MEZA LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halling & MEZA LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 HALLING & MEZA LLP.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HALLING & MEZA LLP

EIN

all filings

Address

23586 CALABASAS ROAD SUITE 200 · CALABASAS, CA · 91302

Phone

(818) 222-4994

Industry

Law Offices· Professional & Technical Services

Plan administrator