How big is HALO Woods, LLC's plan?

HALO Woods, LLC's plan reported $482K in assets and 5 participants for 2024.

Original filing (PDF)20250921143537NAL0010197218001

HALO Woods, LLC

Name: HALO Woods, LLC — HALO Woods 401(k) Plan, Form 5500 (2024)
Creator: HALO Woods, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HALO Woods 401(k) Plan

401(k) retirement plan · HALO Woods, LLC's HALO Woods 401(k) Plan held $482K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$482K

Net assets (EOY)

$482K

People on this filing

April Friedle signed HALO Woods, LLC's 2024 Form 5500 as plan administrator.

April Friedle — 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

HALO Woods, LLC's EIN is 87-1703296.

EIN 87-1703296

Plan number 001

Plan year 2024

ACK ID 20250921143537NAL0010197218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HALO Woods, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HALO Woods, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HALO WOODS, LLC

EIN

all filings

Address

2647 GATEWAY RD · STE 105, PMB 301 · CARLSBAD, CA · 920091757

Phone

(877) 600-8310

Industry

Wholesale Trade

Plan administrator