How big is Haley Strategic Partners, LLC's plan?

Haley Strategic Partners, LLC's plan reported $899K in assets and 24 participants for 2024.

Original filing (PDF)20250623102118NAL0014469026001

Haley Strategic Partners, LLC

Name: Haley Strategic Partners, LLC — Haley Strategic, Form 5500 (2024)
Creator: Haley Strategic Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haley Strategic Partners, LLC 401(k) Plan

401(k) retirement plan · Haley Strategic Partners, LLC's Haley Strategic Partners, LLC 401(k) Plan held $899K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

People on this filing

Grant Isakson signed Haley Strategic Partners, LLC's 2024 Form 5500 as plan administrator.

Grant Isakson — 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

Haley Strategic Partners, LLC's EIN is 27-4686868.

EIN 27-4686868

Plan number 001

Plan year 2024

ACK ID 20250623102118NAL0014469026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Haley Strategic Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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