HALLETT, EMERICK, WELLS & SAREEN, PLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
34
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
72
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALLETT, EMERICK, WELLS & SAREEN, PLC.
Plan sponsor
Name
HALLETT, EMERICK, WELLS & SAREEN, PLC
EIN
33-0106827
Address
325 WEST HOSPITALITY LANE · SUITE 300 · SAN BERNARDINO, CA · 92408
Phone
(909) 890-0403
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
