Original filing (PDF)20240524123945NAL0003171203001

Halsa Advisors

Name: Halsa Advisors — Halsa Advisors Cash Balance Plan, Form 5500 (2023)
Creator: Halsa Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halsa Advisors Cash Balance Plan

Defined-benefit pension plan · Halsa Advisors' Halsa Advisors Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Halsa Advisors' EIN is 27-0822532.

EIN 27-0822532

Plan number 002

Plan year 2023

ACK ID 20240524123945NAL0003171203001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Halsa Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Halsa Advisors' plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off