Original filing (PDF)20240325134700NAL0017697506001

HALTEN MANAGEMENT SERVICES

Name: HALTEN MANAGEMENT SERVICES — HALTEN MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HALTEN MANAGEMENT SERVICES

Form 5500-SF

FILING_RECEIVED

HALTEN MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALTEN MANAGEMENT SERVICES.

Plan sponsor

Name

HALTEN MANAGEMENT SERVICES

EIN

87-0786095

Address

2875 NW 28TH ST. · BOCA RATON, FL · 33433

Phone

(443) 527-6297

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-03-25

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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