How big is Haley and Company, LLC's plan?

Haley and Company, LLC's plan reported $2.5M in assets and 2 participants for 2025.

Original filing (PDF)20260127110757NAL0003780384001

Haley and Company, LLC

Name: Haley and Company, LLC — Haley and Company, LLC, Form 5500 (2025)
Creator: Haley and Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haley and Company, LLC 401(k) Savings Plan

401(k) retirement plan · Haley and Company, LLC's Haley and Company, LLC 401(k) Savings Plan held $2.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Nancy Haley signed Haley and Company, LLC's 2025 Form 5500 as plan administrator.

Nancy Haley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Haley and Company, LLC's EIN is 83-4068950.

EIN 83-4068950

Plan number 001

Plan year 2025

ACK ID 20260127110757NAL0003780384001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Haley and Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Haley and Company, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALEY AND COMPANY, LLC.

Finding similar companies…

Plan health score

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

Vendor & structure

100

Helping the score