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Original filing (PDF)20250723120307NAL0010255154001
BOB HALL, INC.
Form 5500
FILING_RECEIVED
BOB HALL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
105
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
31 collective trusts
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 (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOB HALL, INC..
Plan sponsor
Name
BOB HALL, INC.
EIN
52-0739532
Address
5600 S.E. CRAIN HIGHWAY · PO BOX 1308 · UPPER MARLBORO, MD · 207731308
Phone
(301) 627-1900
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
102
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE OF AMERIC | — | GREENWOOD VILLIAGE, CO | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA | 45-4369278 | — | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
31 pooled funds· $9.0M(63% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.1M | 7.8% |
| FRANKLIN GROWTH A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.1M | 7.4% |
| MM S&P 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $902K | 6.3% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $526K | 3.7% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $457K | 3.2% |
| BNY MELLON DYNAMIC VALUE FUND I BNY MELLON · EIN 90-0342299 / PN 000 | Pooled Separate Account | $456K | 3.2% |
| MASSMUTUAL OVERSEAS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $451K | 3.1% |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $339K | 2.4% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $327K | 2.3% |
| AMERICAN FUNDS AMERICAN BALANCED R3 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $311K | 2.2% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $297K | 2.1% |
| MASSMUTUAL DIVERSIFIED BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $288K | 2.0% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $267K | 1.9% |
| MASSMUTUAL SMALL CAP VAL EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $265K | 1.8% |
| DELAWARE IVY SMALL CAP GROWTH Y DELAWARE FUNDS BY MACQUARIE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $254K | 1.8% |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $238K | 1.7% |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $213K | 1.5% |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $197K | 1.4% |
| MASSMUTUAL INFL-PROT AND INC ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $170K | 1.2% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $166K | 1.2% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $122K | 0.9% |
| EMPOWER S&P MID CAP 400 INDEX INV EMPOWER FUNDS · EIN 47-2534181 / PN 000 | Pooled Separate Account | $122K | 0.8% |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $114K | 0.8% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $93K | 0.6% |
| INVESCO REAL ESTATE A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | $58K | 0.4% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $52K | 0.4% |
| MASSMUTUAL HIGH YIELD ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $43K | 0.3% |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $23K | 0.2% |
| INVESCO OPPENHEIMER INTERNATIONAL G INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $20K | 0.1% |
| TEMPLETON GLOBAL BOND A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $18K | 0.1% |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $15K | 0.1% |
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