How big is The Halifax Group, LLC's plan?

The Halifax Group, LLC's plan reported $8.9M in assets and 21 participants for 2024.

Original filing (PDF)20250319142516NAL0002614723001

The Halifax Group, LLC

Name: The Halifax Group, LLC — The Halifax Profit Sharing, Form 5500 (2024)
Creator: The Halifax Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Halifax Profit Sharing and 401(k) Plan

401(k) retirement plan · The Halifax Group, LLC's The Halifax Profit Sharing and 401(k) Plan held $8.9M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Thomas High signed The Halifax Group, LLC's 2024 Form 5500 as plan administrator.

Thomas High — 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

The Halifax Group, LLC's EIN is 56-2117185.

EIN 56-2117185

Plan number 001

Plan year 2024

ACK ID 20250319142516NAL0002614723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Halifax Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HALIFAX GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THE HALIFAX GROUP, LLC

EIN

all filings

Address

3605 GLENWOOD AVENUE, SUITE 490 · RALEIGH, NC · 27612

Phone

(919) 786-4421

Industry

Finance & Insurance

Plan administrator