How big is Halcyon Financial Management Ltd.'s plan?

Halcyon Financial Management Ltd.'s plan reported $3.7M in assets and 7 participants for 2025.

Original filing (PDF)20260416070932NAL0012288531001

Halcyon Financial Management Ltd.

Name: Halcyon Financial Management Ltd. — Halcyon Financia, Form 5500 (2025)
Creator: Halcyon Financial Management Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Halcyon Financial Management Ltd. PSP 401(k) Plan

401(k) retirement plan · Halcyon Financial Management Ltd.'s Halcyon Financial Management Ltd. PSP 401(k) Plan held $3.7M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Kurt Schisler signed Halcyon Financial Management Ltd.'s 2025 Form 5500 as plan administrator.

Kurt Schisler — 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

Halcyon Financial Management Ltd.'s EIN is 46-2033268.

EIN 46-2033268

Plan number 001

Plan year 2025

ACK ID 20260416070932NAL0012288531001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Halcyon Financial Management Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Halcyon Financial Management Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALCYON FINANCIAL MANAGEMENT LTD.

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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