Original filing (PDF)20250502091304NAL0006755376001

HALLER LAW PLLC

Name: HALLER LAW PLLC — HALLER LAW PLLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HALLER LAW PLLC

Form 5500-SF

FILING_RECEIVED

HALLER LAW PLLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 HALLER LAW PLLC.

Plan sponsor

Name

HALLER LAW PLLC

EIN

81-1091689

Address

15036 PRATOLINO WAY · NAPLES, FL · 34110

Phone

(630) 336-4283

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

2025-05-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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