Danielle Gregory signed Hall & Evans, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hall & Evans, LLC's EIN is 84-1225924.
Download the official 2024 Form 5500 (PDF) for Hall & Evans, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hall & Evans, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISO | 33-0804608 | — | ADVISOR SERVICES | $36K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INNOVEST PORTFOLIO SOLUTIONS LLC | 13-2624428 | DENVER, CO | INVESTMENT ADVISOR | $12K | — |
| SCHAEFER FINANCIAL MANAGEMENT | 84-1593457 | — | ADVISOR SERVICES | $11K | — |
| PRIVATE CAPITAL MANAGEMENT LLC | 37-1711781 | — | ADVISOR SERVICES | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | PARTICIPANT BROKERAGE | $440 | — |
