Olaniyi Falaye signed HALO Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HALO Network's EIN is 27-0408181.
Download the official 2024 Form 5500 (PDF) for HALO Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HALO Network's plan includes profit-sharing, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $689 | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGR | $84 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Mutual Fund {+} | Mutual Funds | — | — | $219K | 17.2% | |
| Fidelity 500 Index Mutual Fund {+} | Common Collective Trusts | — | — | $216K | 17.0% | |
| Fidelity Freedom R Blnd 2035 K6 Mutual Fund {+} | Mutual Funds | — | — | $187K | 14.7% | |
| Fidelity Freedom R Blnd 2055 K6 Mutual Fund {+} | Mutual Funds | — | — | $81K | 6.4% | |
| EI Fixed Account - Series Class II Fixed Annuities {+} 891 * Participant Loans Rate 5.50% - 9.50% {+} | Bonds / Notes | — | — | $76K | 6.0% | |
| Empower S&P Mid Cap 400 Index Inst Mutual Fund {+} | Other securities | — | — | $73K | 5.7% | |
| Fidelity Freedom R Blnd 2025 K6 Mutual Fund {+} | Mutual Funds | — | — | $70K | 5.5% | |
| Fidelity Freedom R Blnd 2060 K6 Mutual Fund {+} | Mutual Funds | — | — | $56K | 4.4% | |
| Fidelity Freedom R Blnd 2040 K6 Mutual Fund {+} | Mutual Funds | — | — | $56K | 4.4% | |
| Fidelity Freedom R Blnd 2045 K6 Mutual Fund {+} | Mutual Funds | — | — | $52K | 4.0% | |
| DFA US Small Cap I Mutual Fund {+} | Mutual Funds | — | — | $47K | 3.7% | |
| Fidelity International Index Mutual Fund {+} | Mutual Funds | — | — | $33K | 2.6% | |
| Fidelity Freedom R Blnd 2050 K6 Mutual Fund {+} | Mutual Funds | — | — | $32K | 2.5% | |
| Fidelity Freedom Blend 2065 K6 Mutual Fund {+} | Mutual Funds | — | — | $27K | 2.1% | |
| Fidelity Freedom R Blnd 2030 K6 Mutual Fund {+} | Mutual Funds | — | — | $24K | 1.9% | |
| Fidelity Mid Cap Growth Index Mutual Fund {+} | Mutual Funds | — | — | $10K | 0.8% | |
| DFA US Small Cap Growth Instl Mutual Fund {+} | Mutual Funds | — | — | $5K | 0.4% | |
| DFA U.S. Vector Equity I Mutual Fund {+} | Mutual Funds | — | — | $3K | 0.2% | |
| Virtus Duff & Phelps Real Estate SEC R6 Mutual Fund {+} | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFIT PENSIONS INC | 36-4517541 | — | CONTRACT ADMIN | $3K | — |
