How big is HALE Retail Group LLC's plan?

HALE Retail Group LLC's plan reported $389K in assets and 7 participants for 2024.

Original filing (PDF)20251009093056NAL0010661792001

HALE Retail Group LLC

Name: HALE Retail Group LLC — HALE Retail Group LLC 401(k), Form 5500 (2024)
Creator: HALE Retail Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE Retail Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · HALE Retail Group LLC's HALE Retail Group LLC 401(k) Profit Sharing Plan and Trust held $389K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

People on this filing

AMY Jaynes signed HALE Retail Group LLC's 2024 Form 5500 as plan administrator.

AMY Jaynes — 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 Retail Group LLC's EIN is 26-2211320.

EIN 26-2211320

Plan number 001

Plan year 2024

ACK ID 20251009093056NAL0010661792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HALE Retail Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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