· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HALL ROBERTS' SON, INC. — HALL ROBERTS' SON, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924122609NAL0007543009001
HALL ROBERTS' SON, INC.
Form 5500-SF
FILING_RECEIVED
HALL ROBERTS' SON, INC. 401(K) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
36
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
HALL ROBERTS' SON, INC.
.
Find decision makers
Plan sponsor
Name
HALL ROBERTS' SON, INC.
EIN
42-0644038
Address
139 W. GREENE STREET · POSTVILLE, IA · 52162
Phone
(563) 864-7421
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
NORTHWOOD EQUITY ELEVATOR CO.
NORTHWOOD EQUITY ELEVATOR 401(K) PROFIT SHARING PLAN
$2.8M · 16 participants
BUFFALO BRAND SEED
BUFFALO BRAND SEED 401K PLAN
$2.8M · 21 participants
FARM SUPPLY CENTER, INC.
FARM SUPPLY CENTER, INC. EMPLOYEES PROFIT SHARING TRUST
$2.8M · 9 participants
DONGSHENG FOODS USA, INC.
DONGSHENG FOODS USA, INC. 401(K) PLAN
$2.8M · 12 participants
ARTOIS FEED, INC.
ARTOIS FEED, INC. 401(K) PROFIT SHARING PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.8M · 24 participants
HARMONY AGRI- SERVICES, INC
HARMONY AGRI- SERVICES, INC PROFIT SHARING 401(K) PLAN
$2.9M · 11 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
