How big is Halbert Hargrove Global Advisors, LLC's plan?

Halbert Hargrove Global Advisors, LLC's plan reported $25.1M in assets and 49 participants for 2024.

Original filing (PDF)20251014174248NAL0003421073001

Halbert Hargrove Global Advisors, LLC

Name: Halbert Hargrove Global Advisors, LLC — Halbert, Form 5500 (2024)
Creator: Halbert Hargrove Global Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halbert Hargrove Global Advisors, LLC Employees' 401(k) Plan and Trust

401(k) retirement plan · Halbert Hargrove Global Advisors, LLC's Halbert Hargrove Global Advisors, LLC Employees' 401(k) Plan and Trust held $25.1M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

Plan identifiers

Halbert Hargrove Global Advisors, LLC's EIN is 33-0804608.

EIN 33-0804608

Plan number 002

Plan year 2024

ACK ID 20251014174248NAL0003421073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Halbert Hargrove Global Advisors, LLC's plan includes profit-sharing, 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 HALBERT HARGROVE GLOBAL 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