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Original filing (PDF)20251015125933NAL0006331408001
HALL BOOTH SMITH PC
Form 5500
FILING_RECEIVED
HALL BOOTH SMITH PC 401(K) PLAN
401(k) retirement plan
Active participants
724
Accounts w/ balance
913
Plan assets (EOY)
$93.4M
Net assets (EOY)
$93.4M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL BOOTH SMITH PC.
Plan sponsor
Name
HALL BOOTH SMITH PC
EIN
58-1852659
Address
191 PEACHTREE STREET, NE · SUITE 2900 · ATLANTA, GA · 30303
Phone
(404) 954-5000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROEDL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
Investments
45 direct securities· $102.6M(100% of reported assets)
Uncategorized
$94.2M
43 holdings
Mutual Funds
$8.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Funds Pimco Income Fund Class A GM | Mutual Funds | — | — | $8.2M | 8.8% | |
| BlackRock Index Funds iShares S&P 500 Index Fund | — | — | — | $7.0M | 7.5% | |
| BlackRock Index Funds iShares S&P 500 Index Fund GM | — | — | — | $6.8M | 7.3% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $6.0M | $6.0M | 6.4% | |
| Clearbridge Large Cap Growth Class A GM | — | — | — | $5.6M | 6.0% | |
| T ROWE PRICE INTL VAL EQ I GM MUTUAL FUNDS | — | — | $5.8M | $5.5M | 5.9% | |
| T. Rowe Price T. Rowe Price Value Fund I Class GM | — | — | — | $5.5M | 5.9% | |
| JP Morgan JP Morgan US Equity Fund Class A GM | — | — | $3.4M | $4.4M | 4.8% | |
| Participant-directed brokerage account Common stocks Participant-directed brokerage account | — | — | — | $4.3M | 4.6% | |
| Money market funds BlackRock Money Funds Liquidity Federal Funds Cash Management | — | — | — | $3.8M | 4.0% | |
| LOOMIS SAYLES CR PLUS BD A GM MUTUAL FUNDS | — | — | $3.6M | $3.2M | 3.5% | |
| Natixis Funds LoomisSayles Core Plus Bond Income Fund A GM | — | — | — | $3.2M | 3.5% | |
| First Eagle Funds First Eagle Global Fund Class A GM | — | — | — | $2.9M | 3.1% | |
| BlackRock Global Funds BlackRock Global Allocation Fund Class A GM | — | — | — | $2.9M | 3.1% | |
| Vanguard Mid-Cap Index Fund GM | — | — | — | $2.4M | 2.6% | |
| BlackRock Index Funds iShares MSCI EAFE International Index GM | — | — | $2.2M | $2.4M | 2.6% | |
| Clearbridge Large Cap Growth Class A | — | — | — | $2.4M | 2.5% | |
| MFS Funds MFS Total Return Fund Class A GM | — | — | — | $2.3M | 2.4% | |
| JP Morgan JP Morgan US Equity Fund Class A | — | — | — | $2.3M | 2.4% | |
| Columbia Funds Columbia Small Cap Index Fund Class A GM | — | — | — | $2.1M | 2.3% | |
| T. Rowe Price T. Rowe Price Value Fund I Class | — | — | — | $2.1M | 2.3% | |
| Columbia Funds Columbia Mid Cap Fund Class A GM | — | — | — | $1.7M | 1.9% | |
| COLUMBIA MDCAP INDEX CL A GM MUTUAL FUNDS | — | — | $1.8M | $1.7M | 1.9% | |
| Money market Participant-directed brokerage account | — | — | — | $1.3M | 1.4% | |
| FEDERATED HERMES MD SM CP A GM MUTUAL FUNDS | — | — | $1.0M | $1.2M | 1.3% | |
| Federated Funds Federated MDT Small-Cap Core Fund Class A GM | — | — | — | $1.2M | 1.3% | |
| Federated Funds Federated MDT Small-Cap Core Fund Class A | — | — | — | $1.0M | 1.1% | |
| T. Rowe Price T. Rowe Price International Value Equity Class I | — | — | $1.0M | $960K | 1.0% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $851K | 0.9% | |
| BlackRock Money Funds Liquidity Federal Funds Cash Management GM | — | — | — | $842K | 0.9% | |
| Columbia Funds Columbia Small Cap Index Fund Class A | — | — | — | $826K | 0.9% | |
| BlackRock Global Funds BlackRock Global Allocation Fund Class A | — | — | — | $765K | 0.8% | |
| Natixis Funds Loomis Sayles Core Plus Bond Income Fund A | — | — | — | $708K | 0.8% | |
| maturing from 2025 through 2029 - | — | — | — | $694K | 0.7% | |
| ACCRUED INCOME ACCRUED INCOME 615 LOAN FUND LOANS | — | — | $693K | $693K | 0.7% | |
| First Eagle Funds First Eagle Global Fund Class A | — | — | — | $657K | 0.7% | |
| ISHARES MSCI EAFE INTRNL IDX A MUTUAL FUNDS | — | — | $362K | $383K | 0.4% | |
| COLUMBIA MIDCAP INDEX FD CL A MUTUAL FUNDS | — | — | $374K | $355K | 0.4% | |
| Columbia Funds Columbia Mid Cap Fund Class A | — | — | — | $355K | 0.4% | |
| PIMCO Funds Pimco Income Fund Class A | — | — | — | $335K | 0.4% | |
| Certificates of deposit Participant-directed brokerage account | — | — | — | $238K | 0.3% | |
| MFS Funds MFS Total Return Fund Class A | — | — | — | $124K | 0.1% | |
| Participant-directed brokerage account | Mutual Funds | — | — | $104K | 0.1% | |
| Columbia Funds Columbia US Treasury Fund Class A | — | — | — | $20K | <0.1% | |
| Cash Participant-directed brokerage account | — | — | — | $2K | <0.1% |
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