Original filing (PDF)20251009171301NAL0006948625001

THE HALE ENTITY LLC

Name: THE HALE ENTITY LLC — THE HALE ENTITY LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE HALE ENTITY LLC

Form 5500-SF

FILING_RECEIVED

THE HALE ENTITY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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.

Decision-maker contacts

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

Plan sponsor

Name

THE HALE ENTITY LLC

EIN

93-4898761all filings

Address

15024 W 117TH ST · OLATHE, KS · 66062

Phone

(913) 764-1870

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ARKNAPP RISK MANAGEMENT LLC

$57K · 4 participants

PICKAPLANUSA INC.

PICKAPLANUSA INC. 401(K) PLAN

$57K · 5 participants

ACG SERVICES LLC

ACG SERVICES LLC 401(K) PLAN

$57K · 17 participants

WISECORE INSURANCE AND RISK MANAGEMENT

WISECORE INSURANCE AND RISK MANAGEMENT 401(K) PLAN

$57K · 9 participants

JEFF LECOEUCHE INSURANCE AGENCY INC.

JEFF LECOEUCHE INSURANCE AGENCY INC. 401(K) PLAN & TRUST

$57K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.