Original filing (PDF)20240821171830NAL0002535603001

HALL & COMPANY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS, INC.

Name: HALL & COMPANY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS, INC. — HALL & COMPANY CASH BALANCE PLAN, Form 5500 (2023)
Creator: HALL & COMPANY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS, INC.

Form 5500-SF

FILING_RECEIVED

HALL & COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALL & COMPANY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS, INC..

Plan sponsor

Name

HALL & COMPANY CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS, INC.

EIN

33-0941617all filings

Address

1633 MAKANUI ROAD · KOLOA, HI · 96756

Phone

(949) 910-4255

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator