Original filing (PDF)20230714085551NAL0030029824001

STEVEN HALL & PARTNERS LLC

Name: STEVEN HALL & PARTNERS LLC — STEVEN HALL & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: STEVEN HALL & PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

STEVEN HALL & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 STEVEN HALL & PARTNERS LLC.

Plan sponsor

Name

STEVEN HALL & PARTNERS LLC

EIN

20-3444134

Address

11 S PARK AVE · BAY SHORE, NY · 117068738

Phone

(212) 488-5400

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-14

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE RESCUE MISSION

THE RESCUE MISSION 403(B) RETIREMENT PLAN

$1.9M · 124 participants

FUNDAMENTAL PHILANTHROPY, INC.

FUNDAMENTAL PHILANTHROPY, INC. 401(K) PROFIT SHARING PLAN

$1.9M · 8 participants

SPORTS & FITNESS INDUSTRY ASSOCIATION

SPORTS & FITNESS INDUSTRY ASSOCIATION 401(K) PLAN

$1.9M · 6 participants

INSTITUTE FOR HIGHER EDUCATION POLICY

THE INSTITUTE FOR HIGHER EDUCATION POLICY 401(K) PLAN

$1.9M · 18 participants

COUNCIL OF LANDSCAPE ARCHITECTURAL REGISTRATION BOARDS