How big is Halsa Advisors, LLC's plan?

Halsa Advisors, LLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20251009061242NAL0003680755001

Halsa Advisors, LLC

Name: Halsa Advisors, LLC — Halsa Advisors 401(k) Plan, Form 5500 (2024)
Creator: Halsa Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halsa Advisors 401(k) Plan

401(k) retirement plan · Halsa Advisors, LLC's Halsa Advisors 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Halsa Advisors, LLC's EIN is 27-0822532.

EIN 27-0822532

Plan number 001

Plan year 2024

ACK ID 20251009061242NAL0003680755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Halsa Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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