How big is Haley Stuart Group, LLC's plan?

Haley Stuart Group, LLC's plan reported $2.4M in assets and 38 participants for 2024.

Original filing (PDF)20250729175345NAL0008334210001

Haley Stuart Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Haley Stuart Group 401(k) Profit Sharing Plan

401(k) retirement plan · Haley Stuart Group, LLC's Haley Stuart Group 401(k) Profit Sharing Plan held $2.4M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

JEAN Weiner signed Haley Stuart Group, LLC's 2024 Form 5500 as plan administrator.

JEAN Weiner — 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

Haley Stuart Group, LLC's EIN is 26-3870569.

EIN 26-3870569

Plan number 001

Plan year 2024

ACK ID 20250729175345NAL0008334210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Haley Stuart Group, 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 HALEY STUART GROUP, 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