How big is Hall Strategies, LLC's plan?

Hall Strategies, LLC's plan reported $1.4M in assets and 9 participants for 2024.

Original filing (PDF)20250527135014NAL0010649712001

Hall Strategies, LLC

Name: Hall Strategies, LLC — Hall Strategies 401(k) Plan, Form 5500 (2024)
Creator: Hall Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hall Strategies 401(k) Plan

401(k) retirement plan · Hall Strategies, LLC's Hall Strategies 401(k) Plan held $1.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Stacy Neece signed Hall Strategies, LLC's 2024 Form 5500 as plan administrator.

Stacy Neece — 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

Hall Strategies, LLC's EIN is 42-1640285.

EIN 42-1640285

Plan number 001

Plan year 2024

ACK ID 20250527135014NAL0010649712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hall Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hall Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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