How big is NAI Hallmark Partners, LLC's plan?

NAI Hallmark Partners, LLC's plan reported $1.9M in assets and 45 participants for 2025.

Original filing (PDF)20260316080531NAL0000968323001

NAI Hallmark Partners, LLC

Name: NAI Hallmark Partners, LLC — NAI Hallmark 401(k), Form 5500 (2025)
Creator: NAI Hallmark Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAI Hallmark 401(k) Plan

401(k) retirement plan · NAI Hallmark Partners, LLC's NAI Hallmark 401(k) Plan held $1.9M in plan assets for 45 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

NAI Hallmark Partners, LLC's EIN is 45-3639717.

EIN 45-3639717

Plan number 001

Plan year 2025

ACK ID 20260316080531NAL0000968323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NAI Hallmark Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NAI Hallmark Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off