How big is HAL Series LLC's plan?

HAL Series LLC's plan reported $1.9M in assets and 78 participants for 2024.

Original filing (PDF)20250528092337NAL0004303427001

HAL Series LLC

Name: HAL Series LLC — Form 5500 (2024)
Creator: HAL Series LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HAL Series LLC

401(k) retirement plan · HAL Series LLC held $1.9M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

EVA Skoczen signed HAL Series LLC's 2024 Form 5500 as plan administrator.

EVA Skoczen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HAL Series LLC's EIN is 20-8720617.

EIN 20-8720617

Plan number 001

Plan year 2024

ACK ID 20250528092337NAL0004303427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HAL Series LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HAL Series LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HAL SERIES LLC

EIN

all filings

Address

5750 OLD ORCHARD RD · SUITE 370 · SKOKIE, IL · 60077

Phone

(773) 929-1620

Industry

Real Estate

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

2025-05-28

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

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