Original filing (PDF)20230706142558NAL0008365715001

Hallrich Incorporated

Name: Hallrich Incorporated — Hallrich Incorporated 401(k), Form 5500 (2022)
Creator: Hallrich Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hallrich Incorporated 401(k) Profit Sharing Plan

401(k) retirement plan · Hallrich Incorporated's Hallrich Incorporated 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2022, with JPMorgan Invest Holdings LLC as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Holley M. Lane signed Hallrich Incorporated's 2022 Form 5500 as plan administrator.

Holley M. Lane — 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

Hallrich Incorporated's EIN is 48-1025934.

EIN 48-1025934

Plan number 001

Plan year 2022

ACK ID 20230706142558NAL0008365715001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Hallrich Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Hallrich Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HALLRICH INCORPORATED

EIN

all filings

Address

3747 FISHCREEK ROAD · STOW, OH · 44224

Phone

(330) 474-5274

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-09-30

Filed

2023-07-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$20K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
COHEN & COMPANY	—	AKRON, OH	AUDITOR	$6K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.