Lucas Fortner for Daybright signed HALE Advisors Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HALE Advisors Inc.'s EIN is 45-2399936.
Download the official 2025 Form 5500 (PDF) for HALE Advisors Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)HALE Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).