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Original filing (PDF)20251015133511NAL0009498290001
HALFF ASSOCIATES, INC
Form 5500
FILING_RECEIVED
HALFF ASSOCIATES INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,503
Accounts w/ balance
2,066
Plan assets (EOY)
$187.2M
Net assets (EOY)
$187.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALFF ASSOCIATES, INC.
Plan sponsor
Name
HALFF ASSOCIATES, INC
EIN
75-1308699
Address
1201 N. BOWSER ROAD · RICHARDSON, TX · 75081
Phone
(214) 346-6200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $58K | — |
Investments
33 direct securities · 1 pooled fund· $183.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$176.5M
33 holdings
Common Collective Trust
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund ** $ | — | — | — | $27.5M | 14.7% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $14.8M | 7.9% | |
| American Funds 2035 Target Date Fund R5 Mutual Fund | — | — | — | $12.3M | 6.6% | |
| American Funds 2045 Target Date Fund R5 Mutual Fund | — | — | — | $11.2M | 6.0% | |
| American Funds 2040 Target Date Fund R5 Mutual Fund | — | — | — | $10.5M | 5.6% | |
| American Funds 2055 Target Date Fund R5 Mutual Fund | — | — | — | $10.2M | 5.5% | |
| American Funds 2050 Target Date Fund R5 Mutual Fund | — | — | — | $10.0M | 5.4% | |
| T. Rowe Price All-Cap Opportunities Inv Mutual Fund | — | — | — | $8.8M | 4.7% | |
| American Funds 2060 Target Date Fund R5 Mutual Fund | — | — | — | $8.0M | 4.3% | |
| American Funds American Balanced R5 Mutual Fund | — | — | — | $7.9M | 4.2% | |
| American Funds 2025 Target Date Fund R5 Mutual Fund | — | — | — | $7.7M | 4.1% | |
| American Funds Europacific Gr R5 Mutual Fund | — | — | — | $7.5M | 4.0% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.1M | 3.8% | |
| American Funds 2030 Target Date Fund R5 Mutual Fund | — | — | — | $6.2M | 3.3% | |
| American Funds Smallcap World R5 Mutual Fund | — | — | — | $5.2M | 2.8% | |
| American Funds New World Fund R5 Mutual Fund | — | — | — | $3.8M | 2.0% | |
| Vanguard Extended Market Idx Adm Mutual Fund | — | — | — | $3.3M | 1.8% | |
| American Funds 2065 Target Date Fund R5 Mutual Fund | — | — | — | $2.8M | 1.5% | |
| JHancock Bond R6 Mutual Fund | — | — | — | $2.8M | 1.5% | |
| American Funds 2020 Target Date Fund R5 Mutual Fund | — | — | — | $2.5M | 1.3% | |
| Invesco Discovery R6 Mutual Fund | — | — | — | $1.8M | 1.0% | |
| Pimco Income Instl Mutual Fund | — | — | — | $1.8M | 0.9% | |
| American Funds Capital Inc Bldr R5 Mutual Fund | — | — | — | $1.6M | 0.8% | |
| Victory Sycamore Small Co Opportunity I Mutual Fund | — | — | — | $1.4M | 0.7% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $1.3M | 0.7% | |
| Notes receivable from participants Participant Loans*** | — | — | — | $1.2M | 0.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $968K | 0.5% | |
| American Funds 2010 Target Date Fund R5 Mutual Fund | — | — | — | $711K | 0.4% | |
| American Funds US Govt Money Mrkt Money Market Fund | — | — | — | $555K | 0.3% | |
| PGIM Global Total Return R6 Mutual Fund | — | — | — | $501K | 0.3% | |
| PIMCO All Asset Instl Mutual Fund | — | — | — | $352K | 0.2% | |
| American Funds 2015 Target Date Fund R5 Mutual Fund | — | — | — | $248K | 0.1% | |
| American Funds 2070 Target Date Fund R5 Mutual Fund | — | — | — | $1K | <0.1% |