Original filing (PDF)20251001123454NAL0014245616001

HALABY CAPITAL MANAGEMENT, LLLP

Name: HALABY CAPITAL MANAGEMENT, LLLP — HALABY CAPITAL MANAGEMENT, LLLP 401(K) PLAN, Form 5500 (2024)
Creator: HALABY CAPITAL MANAGEMENT, LLLP

Form 5500-SF

FILING_RECEIVED

HALABY CAPITAL MANAGEMENT, LLLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

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 HALABY CAPITAL MANAGEMENT, LLLP.

Plan sponsor

Name

HALABY CAPITAL MANAGEMENT, LLLP

EIN

82-5164241

Address

720 S. COLORADO BLVD., STE. 500-S · DENVER, CO · 80246

Phone

(303) 522-2512

Industry

Finance & Insurancesee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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