How big is HALE Barnard's plan?

HALE Barnard's plan reported $223K in assets and 10 participants for 2024.

Original filing (PDF)20250707153154NAL0009001058001

HALE Barnard

Name: HALE Barnard — HALE Barnard Tax-Deferred Retirement, Form 5500 (2024)
Creator: HALE Barnard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE Barnard Tax-Deferred Retirement Plan

403(b) retirement plan · HALE Barnard's HALE Barnard Tax-Deferred Retirement Plan held $223K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

People on this filing

Tracey Cravedi signed HALE Barnard's 2024 Form 5500 as plan administrator.

Tracey Cravedi — 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

HALE Barnard's EIN is 23-7230037.

EIN 23-7230037

Plan number 001

Plan year 2024

ACK ID 20250707153154NAL0009001058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HALE Barnard's plan includes 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score