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Original filing (PDF)20251010101203NAL0007491889001
HALKER CONSULTING LLC
Form 5500
FILING_RECEIVED
HALKER CONSULTING LLC 401(K) P/S PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
147
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
42 pooled trusts
Schedule D
79 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALKER CONSULTING LLC.
Plan sponsor
Name
HALKER CONSULTING LLC
EIN
20-4611545
Address
7936 E. ARAPAHOE ST. · SUITE 3200 · CENTENNIAL, CO · 80112
Phone
(303) 515-2700
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SSA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $954 | — |
Investments
42 direct securities · 42 pooled funds· $14.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$8.5M
42 holdings
Uncategorized
$6.2M
42 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 13.5% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $918K | 10.7% | |
| JH Lifetime Blend 2050 CIT R2 Pooled separate account | — | — | — | $884K | 10.3% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $834K | 9.8% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $790K | 9.2% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $744K | 8.7% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $528K | 6.2% | |
| JH Lifetime Blend 2045 CIT R2 Pooled separate account | — | — | — | $474K | 5.5% | |
| JH Lifetime Blend 2055 CIT R2 Pooled separate account | — | — | — | $463K | 5.4% | |
| 500 Index Fund Pooled separate account | — | — | — | $448K | 5.2% | |
| JH Lifetime Blend 2060 CIT R2 Pooled separate account | — | — | — | $432K | 5.1% | |
| JH Multimanager Balanced LS Pooled separate account | — | — | — | $345K | 4.0% | |
| JH Multimanager Aggressive LS Pooled separate account | — | — | — | $339K | 4.0% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277K | 3.2% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 3.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 3.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 2.9% | |
| Vanguard Growth Index Fund Pooled separate account | — | — | — | $227K | 2.7% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $215K | 2.5% | |
| JH Lifetime Blend 2025 CIT R2 Pooled separate account | — | — | — | $211K | 2.5% | |
| Small Cap Index Fund Pooled separate account | — | — | — | $209K | 2.4% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $209K | 2.4% | |
| Vanguard Value Index Fund Pooled separate account | — | — | — | $205K | 2.4% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $202K | 2.4% | |
| Vanguard Explorer Fund Pooled separate account | — | — | — | $199K | 2.3% | |
| JH Disciplined Value Mid Cap Pooled separate account | — | — | — | $199K | 2.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 2.3% | |
| JH Multimanager Growth LS Pooled separate account | — | — | — | $193K | 2.3% | |
| Small Cap Index Fund Pooled separate account | — | — | — | $179K | 2.1% | |
| Mid Cap Index Fund Pooled separate account | — | — | — | $177K | 2.1% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174K | 2.0% | |
| John Hancock Disciplined Value Pooled separate account | — | — | — | $146K | 1.7% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $137K | 1.6% | |
| JH Lifetime Blend 2065 CIT R2 Pooled separate account | — | — | — | $137K | 1.6% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.5% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.5% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 1.4% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 1.3% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 1.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 1.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 1.0% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.9% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.8% | |
| John Hancock Mid Cap Growth Pooled separate account | — | — | — | $69K | 0.8% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.8% | |
| Intl Equity Index Fund Pooled separate account | — | — | — | $67K | 0.8% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.8% | |
| American Funds SMALLCAP World Pooled separate account | — | — | — | $53K | 0.6% | |
| DFA Emerging Markets Value Pooled separate account | — | — | — | $50K | 0.6% | |
| Fidelity ContraFund Pooled separate account | — | — | — | $49K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| Vanguard Mid-Cap Value ETF Pooled separate account | — | — | — | $42K | 0.5% | |
| John Hancock Stable Val Pooled separate account | — | — | — | $40K | 0.5% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| AF The Growth Fund of America Pooled separate account | — | — | — | $35K | 0.4% | |
| JH Multimanager Moderate LS Pooled separate account | — | — | — | $33K | 0.4% | |
| JH Lifetime Blend 2030 CIT R2 Pooled separate account | — | — | — | $31K | 0.4% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| JH Lifetime Blend 2040 CIT R2 Pooled separate account | — | — | — | $28K | 0.3% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| DFA US Targeted Value Fund Pooled separate account | — | — | — | $27K | 0.3% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Invesco Opp Intl Growth Fund Pooled separate account | — | — | — | $23K | 0.3% | |
| DFA US Targeted Value Fund Pooled separate account | — | — | — | $22K | 0.3% | |
| John Hancock Intl Growth Pooled separate account | — | — | — | $21K | 0.2% | |
| High Yield Fund Pooled separate account | — | — | — | $20K | 0.2% | |
| Various maturity dates through September 2029; secured by participants' vested account balances; * Notes Receivable From Participants interest rates from 10.00% to 10.50% | — | — | — | $20K | 0.2% | |
| JH Lifetime Blend 2040 CIT R2 Pooled separate account | — | — | — | $14K | 0.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Fidelity Real Estate Index Pooled separate account | — | — | — | $11K | 0.1% | |
| Various maturity dates through March 2028; secured by participants' vested account balances; interest rates from * Notes Receivable From Participants 10.00% to 10.50% | — | — | — | $9K | 0.1% | |
| PIMCO Commodity Real Return Pooled separate account | — | — | — | $9K | 0.1% | |
| JH Lifetime Blend 2035 CIT R2 Pooled separate account | — | — | — | $7K | <0.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JH Lifetime Blend 2010 CIT R2 Pooled separate account | — | — | — | $5K | <0.1% | |
| Mutual Global Discovery Pooled separate account | — | — | — | $4K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $372 | <0.1% |
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