Original filing (PDF)20240807120608NAL0003504209001

THE HALO FOUNDATION

Name: THE HALO FOUNDATION — THE HALO FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: THE HALO FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE HALO FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HALO FOUNDATION.

Plan sponsor

Name

THE HALO FOUNDATION

EIN

20-1794209

Address

1600 GENESSEE · SUITE 200 · KANSAS CITY, MO · 64102

Phone

(816) 472-4256

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-10

Filed

2024-08-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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