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Original filing (PDF)20250715090008NAL0001904929003
EBBY HALLIDAY, INC.
Form 5500
FILING_RECEIVED
EBBY HALLIDAY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
—
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EBBY HALLIDAY, INC..
Plan sponsor
Name
EBBY HALLIDAY, INC.
EIN
75-1039207
Address
5560 TENNYSON PKWY · SUITE 100 · PLANO, TX · 75024
Phone
(972) 980-6600
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KELLOGG AND KELLOGG, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUBBOCK NATIONAL BANK | 42-1571111 | — | TRUSTEE/ADMIN | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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