How big is HALO Equity LLC's plan?

HALO Equity LLC's plan reported $364K in assets and 34 participants for 2024.

Original filing (PDF)20251007125802NAL0004582849001

HALO Equity LLC

Name: HALO Equity LLC — HALO Equity Employee Retirement, Form 5500 (2024)
Creator: HALO Equity LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALO Equity Employee Retirement Plan

401(k) retirement plan · HALO Equity LLC's HALO Equity Employee Retirement Plan held $364K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Kelley Fox signed HALO Equity LLC's 2024 Form 5500 as plan administrator.

Kelley Fox — 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

HALO Equity LLC's EIN is 47-2995036.

EIN 47-2995036

Plan number 001

Plan year 2024

ACK ID 20251007125802NAL0004582849001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALO EQUITY 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

Knocking points off