HALLETT & PERRIN, P. C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
87
Plan assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
Plan health score
93
/ 100
Grade A
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
76
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLETT & PERRIN, P.C..
Plan sponsor
Name
HALLETT & PERRIN, P.C.
EIN
75-2843965
Address
1445 ROSS AVENUE, SUITE 2400 · DALLAS, TX · 75202
Phone
(214) 922-4133
Industry
Law Offices· 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
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
