Original filing (PDF)20250408081539NAL0035339650001

HALLERAN WEALTH MANAGEMENT, INC

Name: HALLERAN WEALTH MANAGEMENT, INC — HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: HALLERAN WEALTH MANAGEMENT, INC

Form 5500-SF

FILING_RECEIVED

HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 HALLERAN WEALTH MANAGEMENT, INC.

Plan sponsor

Name

HALLERAN WEALTH MANAGEMENT, INC

EIN

20-8764705

Address

345 WOODCLIFF DRIVE · SUITE 8 · FAIRPORT, NY · 14450

Phone

(585) 383-8220

Industry

Finance & Insurancesee 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

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

QUAD CITIES INVESTMENT GROUP, INC.

QUAD CITIES INVESTMENT GROUP, LLC 401(K) RETIREMENT PLAN

$3.2M · 10 participants

1776 FINANCIAL SERVICES, INC.

1776 FINANCIAL RETIREMENT PLAN

$3.2M · 11 participants

SPENCER TRASK & CO., INC.

SPENCER TRASK & CO., INC. 401(K) PLAN

$3.2M · 5 participants

UNITED WOUND HEALING, INC.

UNITED WOUND HEALING 401(K) PLAN

$3.2M · 62 participants

HAROLD DANCE INVESTMENTS

HAROLD DANCE INVESTMENTS 401(K) PLAN