How big is Hall Financial Advisors, LLC's plan?

Hall Financial Advisors, LLC's plan reported $6.7M in assets and 24 participants for 2024.

Original filing (PDF)20250924070410NAL0016492290001

Hall Financial Advisors, LLC

Name: Hall Financial Advisors, LLC — Hall Financial, Form 5500 (2024)
Creator: Hall Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hall Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Hall Financial Advisors, LLC's Hall Financial Advisors, LLC 401(k) Plan held $6.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Hall Financial Advisors, LLC's EIN is 20-1964545.

EIN 20-1964545

Plan number 001

Plan year 2024

ACK ID 20250924070410NAL0016492290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hall Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hall Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALL FINANCIAL ADVISORS, LLC.

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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

Knocking points off