AMY Barberi signed Hall Financial Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hall Financial Group, Ltd.'s EIN is 75-2737328.
Download the official 2024 Form 5500 (PDF) for Hall Financial Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hall Financial Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Ishares S&P 500 Fund INSTL N/R | Mutual Funds | — | — | $7.4M | 19.8% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $4.9M | 13.1% | |
| ClearBridge Advisors Appreciation Fund Class A N/R | Other securities | — | — | $3.0M | 8.1% | |
| Vanguard International Value N/R | Mutual Funds | — | — | $2.8M | 7.6% | |
| BlackRock Ishares Russell Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $2.3M | 6.1% | |
| (Class K Shares) BlackRock Capital Appreciation N/R | Other securities | — | — | $2.2M | 5.9% | |
| Fund, Inc. (Class A Shares) Pioneer Investments Bond Fund N/R | Common Stocks | — | — | $2.1M | 5.6% | |
| BlackRock Equity Dividend Fund N/R | Other securities | — | — | $2.1M | 5.5% | |
| Class A MFS Investment Management MFS International Value Fund Class N/R | Mutual Funds | — | — | $1.9M | 5.1% | |
| Invesco Van Kampen Small Cap N/R | Mutual Funds | — | — | $1.5M | 3.9% | |
| Pimco Real Return Bond Fund N/R | Mutual Funds | — | — | $1.0M | 2.8% | |
| (Class A Shares) Victory Capital Management Victory Established Fund N/R | Other securities | — | — | $1.0M | 2.7% | |
| Oppenheimer Funds Oppenheimer Developing Markets N/R | Mutual Funds | — | — | $937K | 2.5% | |
| Fund Class A BlackRock Global Allocation Fund N/R | Other securities | — | — | $922K | 2.5% | |
| Class A Prudential Jennison Mid-Cap Fund N/R | Other securities | — | — | $675K | 1.8% | |
| Class A Lord Abbett High Yield Fund Class R4 N/R | Mutual Funds | — | — | $561K | 1.5% | |
| Trust Fund Class 4 * Participant Loans Interest rates: 3.25% - 8.50% $0 | Common Collective Trusts | — | — | $548K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
