How big is Halliday Financial Group's plan?

Halliday Financial Group's plan reported $7.8M in assets and 50 participants for 2024.

Original filing (PDF)20250709073305NAL0012587810001

Halliday Financial Group

Name: Halliday Financial Group — Halliday Financial Group, Form 5500 (2024)
Creator: Halliday Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halliday Financial Group 401(k) Plan

401(k) retirement plan · Halliday Financial Group's Halliday Financial Group 401(k) Plan held $7.8M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Laurie Allen signed Halliday Financial Group's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Halliday Financial Group's EIN is 26-4457439.

EIN 26-4457439

Plan number 001

Plan year 2024

ACK ID 20250709073305NAL0012587810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Halliday Financial Group'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 HALLIDAY FINANCIAL GROUP.

Finding similar companies…

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