Original filing (PDF)20250610175123NAL0044384034002

HALL HIEATT CONNELY & BOWEN LLP

Name: HALL HIEATT CONNELY & BOWEN LLP — HALL HIEATT CONNELY & BOWEN LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HALL HIEATT CONNELY & BOWEN LLP

Form 5500-SF

FILING_RECEIVED

HALL HIEATT CONNELY & BOWEN LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALL HIEATT CONNELY & BOWEN LLP.

Plan sponsor

Name

HALL HIEATT CONNELY & BOWEN LLP

EIN

77-0345649

Address

444 HIGUERA STREET, THIRD FLOOR · SAN LUIS OBISPO, CA · 93401

Phone

(805) 544-3830

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

2025-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

DERGOSITS & NOAH LLP

DERGOSITS & NOAH LLP 401(K) PLAN

$6.0M · 8 participants

MOUNTAIN, DEARBORN & WHITING, LLP

MOUNTAIN, DEARBORN & WHITING 401(K) RETIREMENT SAVINGS PLAN

$6.0M · 14 participants

KING & BALLOW

KING & BALLOW 401(K) PROFIT SHARING PLAN

$6.0M · 14 participants

TERRELL HOGAN YEGELWEL, PA

TERRELL HOGAN YEGELWEL, PA 401(K) PLAN

$6.0M · 23 participants

LUTZ, BOBO & TELFAIR, PA

LUTZ, BOBO & TELFAIR, PA RETIREMENT PLAN