How big is Halsell Builders' plan?

Halsell Builders' plan reported $380K in assets and 10 participants for 2024.

Original filing (PDF)20250829130451NAL0006226131001

Halsell Builders

Name: Halsell Builders — Halsell Builders Safe Harbor, Form 5500 (2024)
Creator: Halsell Builders
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halsell Builders Safe Harbor 401(k) Plan

401(k) retirement plan · Halsell Builders' Halsell Builders Safe Harbor 401(k) Plan held $380K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

People on this filing

Joe Halsell signed Halsell Builders' 2024 Form 5500 as plan administrator.

Joe Halsell — 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

Halsell Builders' EIN is 41-2067535.

EIN 41-2067535

Plan number 001

Plan year 2024

ACK ID 20250829130451NAL0006226131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Halsell Builders from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Halsell Builders' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HALSELL BUILDERS

EIN

all filings

Address

3130 SKYWAY DRIVE, SUITE 601 · SANTA MARIA, CA · 93455

Phone

(805) 928-8948

Industry

Construction

Plan administrator