How big is HAL Poret LLC's plan?

HAL Poret LLC's plan reported $456K in assets and 2 participants for 2024.

Original filing (PDF)20250625143029NAL0007913889001

HAL Poret LLC

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

Form 5500-SF

FILING_RECEIVED

HAL Poret LLC 401(k) Plan

401(k) retirement plan · HAL Poret LLC's HAL Poret LLC 401(k) Plan held $456K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

Plan identifiers

HAL Poret LLC's EIN is 47-4647886.

EIN 47-4647886

Plan number 001

Plan year 2024

ACK ID 20250625143029NAL0007913889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HAL Poret LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

HAL PORET LLC

EIN

all filings

Address

142 HUNTER AVE · SLEEPY HOLLOW, NY · 10591

Phone

(914) 772-5087

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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