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Original filing (PDF)20250829135141NAL0006252579002
HAL BONE ENTERPRISES, LLC
Form 5500-SF
FILING_RECEIVED
HAL BONE ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
16
Plan assets (EOY)
$613K
Net assets (EOY)
$613K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAL BONE ENTERPRISES, LLC.
Plan sponsor
Name
HAL BONE ENTERPRISES, LLC
EIN
83-0413700
Address
680 TENNESSEE BLVD. · LEBANON, TN · 37087
Phone
(615) 965-8509
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.