How big is HALE Ball Carlson Baumgartner Murph's plan?

HALE Ball Carlson Baumgartner Murph's plan reported $3.5M in assets and 12 participants for 2024.

Original filing (PDF)20250908152805NAL0032848416001

HALE Ball Carlson Baumgartner Murph

Name: HALE Ball Carlson Baumgartner Murph — HALE Ball, Form 5500 (2024)
Creator: HALE Ball Carlson Baumgartner Murph
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALE Ball Carlson Baumgartner Murphy, PLC 401(k) Plan

401(k) retirement plan · HALE Ball Carlson Baumgartner Murph's HALE Ball Carlson Baumgartner Murphy, PLC 401(k) Plan held $3.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Robin Dougherty signed HALE Ball Carlson Baumgartner Murph's 2024 Form 5500 as plan administrator.

Robin Dougherty — 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

HALE Ball Carlson Baumgartner Murph's EIN is 54-1135791.

EIN 54-1135791

Plan number 001

Plan year 2024

ACK ID 20250908152805NAL0032848416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HALE Ball Carlson Baumgartner Murph from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HALE Ball Carlson Baumgartner Murph's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALE BALL CARLSON BAUMGARTNER MURPH.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HALE BALL CARLSON BAUMGARTNER MURPH

EIN

all filings

Address

10511 JUDICIAL DR · FAIRFAX, VA · 220305114

Phone

(703) 403-6520

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator