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

Halbert Hargrove Global Advisors, LLC's plan reported $1.4M in assets and 46 participants for 2024.

Original filing (PDF)20250917131924NAL0000664866001

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 Cash Balance Plan

Defined-benefit pension plan · Halbert Hargrove Global Advisors, LLC's Halbert Hargrove Global Advisors, LLC Cash Balance Plan held $1.4M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

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

EIN 33-0804608

Plan number 003

Plan year 2024

ACK ID 20250917131924NAL0000664866001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score