How big is Halverson and Blaiser Group, Ltd.'s plan?

Halverson and Blaiser Group, Ltd.'s plan reported $2.0M in assets and 167 participants for 2024.

Original filing (PDF)20251010134434NAL0004300451001

Halverson and Blaiser Group, Ltd.

Name: Halverson and Blaiser Group, Ltd. — Halverson and, Form 5500 (2024)
Creator: Halverson and Blaiser Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halverson and Blaiser Group, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Halverson and Blaiser Group, Ltd.'s Halverson and Blaiser Group, Ltd. 401(k) Profit Sharing Plan held $2.0M in plan assets for 167 participants in 2024.

Signals · 1

No auditor on file

Active participants

167

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jamie Bruckschen signed Halverson and Blaiser Group, Ltd.'s 2024 Form 5500 as plan administrator.

Jamie Bruckschen — 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 and Blaiser Group, Ltd.'s EIN is 41-1726283.

EIN 41-1726283

Plan number 001

Plan year 2024

ACK ID 20251010134434NAL0004300451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halverson and Blaiser Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halverson and Blaiser Group, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score