How big is Hall Financial Group LLC's plan?

Hall Financial Group LLC's plan reported $559K in assets and 4 participants for 2024.

Original filing (PDF)20251002084802NAL0000156883001

Hall Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Hall Financial Group LLC 401(k) P/S Plan

401(k) retirement plan · Hall Financial Group LLC's Hall Financial Group LLC 401(k) P/S Plan held $559K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$559K

Net assets (EOY)

$559K

People on this filing

Michael Hall signed Hall Financial Group LLC's 2024 Form 5500 as plan administrator.

Michael Hall — 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

Hall Financial Group LLC's EIN is 27-0949068.

EIN 27-0949068

Plan number 001

Plan year 2024

ACK ID 20251002084802NAL0000156883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hall Financial Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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