How big is Hallberg Miller, S.C.'s plan?

Hallberg Miller, S.C.'s plan reported $1.9M in assets and 7 participants for 2025.

Original filing (PDF)20260313084937NAL0007998224001

Hallberg Miller, S.C.

Name: Hallberg Miller, S.C. — Hallberg Miller, S.C. 401(k), Form 5500 (2025)
Creator: Hallberg Miller, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hallberg Miller, S.C. 401(k) Plan

401(k) retirement plan · Hallberg Miller, S.C.'s Hallberg Miller, S.C. 401(k) Plan held $1.9M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Joshua Hallberg signed Hallberg Miller, S.C.'s 2025 Form 5500 as plan administrator.

Joshua Hallberg — 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

Hallberg Miller, S.C.'s EIN is 39-1975648.

EIN 39-1975648

Plan number 001

Plan year 2025

ACK ID 20260313084937NAL0007998224001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hallberg Miller, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hallberg Miller, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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