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Original filing (PDF)20251002151739NAL0000658865001
HALL DRILLING, LLC
Form 5500
FILING_RECEIVED
HALL DRILLING, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
328
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL DRILLING, LLC.
Plan sponsor
Name
HALL DRILLING, LLC
EIN
20-4722143
Address
1137 E. WASHINGTON AVENUE · ELLENBORO, WV · 26346
Phone
(304) 869-3404
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO.,INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | FINANCIAL ADVISOR | $13K | — |
| CBIZ BENEFITS AND INSURANCE SERVICE | 31-1582098 | — | FINANCIAL ADVISOR | $9K | — |
Investments
18 direct securities · 1 pooled fund· $9.6M(87% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.5M
18 holdings
Common Collective Trust
$115K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 N/A | — | — | — | $1.5M | 13.7% | |
| Vanguard Target Retirement 2030 N/A | — | — | — | $1.3M | 12.2% | |
| Vanguard Target Retirement 2040 N/A | — | — | — | $1.3M | 11.7% | |
| Vanguard Target Retirement 2060 N/A | — | — | — | $1.3M | 11.6% | |
| Vanguard Target Retirement 2055 N/A | — | — | — | $1.2M | 11.2% | |
| Vanguard Target Retirement 2045 N/A | — | — | — | $1.1M | 10.4% | |
| Vanguard Target Retirement 2050 N/A | — | — | — | $969K | 8.8% | |
| Vanguard Target Retirement 2020 N/A | — | — | — | $361K | 3.3% | |
| MetLife GAC Series 25053 Cl 0 N/A | — | — | — | $115K | 1.1% | |
| RELIANCE TRUST CO STBL VL FD 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $115K | 1.1% | |
| Dimensional Fund Advisors, LP U.S. Core Equity 1 I N/A | — | — | — | $78K | 0.7% | |
| Vanguard Mid Cap Index Adm N/A | — | — | — | $67K | 0.6% | |
| Vanguard Growth Index Adm N/A | — | — | — | $28K | 0.3% | |
| Vanguard Target Retirement N/A | — | — | — | $22K | 0.2% | |
| Vanguard Small Cap Growth Index Adm N/A | — | — | — | $13K | 0.1% | |
| Vanguard Equity Income Fund N/A | — | — | — | $12K | 0.1% | |
| Dimensional Fund Advisors, LP U.S. Targeted Value I N/A | — | — | — | $12K | 0.1% | |
| Vanguard International Growth Adm N/A | — | — | — | $12K | 0.1% | |
| Dimensional Fund Advisors, LP Real Estate Securities I N/A | — | — | — | $6K | <0.1% |