How big is Halverson Bros., Inc.'s plan?

Halverson Bros., Inc.'s plan reported $3.4M in assets and 7 participants for 2024.

Original filing (PDF)20250120152731NAL0003500144001

Halverson Bros., Inc.

Name: Halverson Bros., Inc. — Halverson Bros., Inc. 401(k), Form 5500 (2024)
Creator: Halverson Bros., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halverson Bros., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Halverson Bros., Inc.'s Halverson Bros., Inc. 401(k) Profit Sharing Plan held $3.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Mark Dahms signed Halverson Bros., Inc.'s 2024 Form 5500 as plan administrator.

Mark Dahms — 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

Halverson Bros., Inc.'s EIN is 39-1030823.

EIN 39-1030823

Plan number 002

Plan year 2024

ACK ID 20250120152731NAL0003500144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halverson Bros., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halverson Bros., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALVERSON BROS., INC..

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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