· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HALLBERG MARINE, INC. — HALLBERG MARINE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507122051NAL0010797793001
HALLBERG MARINE, INC.
Form 5500-SF
FILING_RECEIVED
HALLBERG MARINE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
17
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HALLBERG MARINE, INC.
.
Find decision makers
Plan sponsor
Name
HALLBERG MARINE, INC.
EIN
41-0993939
Address
26470 FALLBROOK AVE PO BOX 277 · WYOMING, MN · 55092
Phone
(651) 462-4516
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
SOUTH AUSTIN MARINE II, INC.
SOUTH AUSTIN MARINE II, INC. 401(K) PLAN
$3.6M · 21 participants
MCLAUGHLIN ENTERPRISES, INC.
MCLAUGHLIN ENTERPRISES, INC. RETIREMENT PLAN
$3.6M · 28 participants
JEFFERSON BEACH YACHT SALES, INC.
JEFFERSON BEACH YACHT SALES, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
$3.5M · 43 participants
ALCOM MARINE ELECTRONICS, INC.
ALCOM MARINE ELECTRONICS 401(K) PROFIT SHARING PLAN
$3.5M · 10 participants
ACTION WATER SPORTS, LLC.
65
Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ACTION WATER SPORTS, LLC. 401(K) PLAN
$3.7M · 51 participants
VIAGE GROUP SARASOTA, LLC
VIAGE GROUP 401(K) PLAN
$3.5M · 18 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
