How big is Hales & George's plan?

Hales & George's plan reported $3.2M in assets and 13 participants for 2024.

Original filing (PDF)20250723124259NAL0001886835002

Hales & George

Name: Hales & George — Hales & George 401(k) Plan, Form 5500 (2024)
Creator: Hales & George
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hales & George 401(k) Plan

401(k) retirement plan · Hales & George's Hales & George 401(k) Plan held $3.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Hales & George's EIN is 94-2352635.

EIN 94-2352635

Plan number 001

Plan year 2024

ACK ID 20250723124259NAL0001886835002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hales & George from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hales & George's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (92nd percentile).

Plan sponsor

Name

HALES & GEORGE

EIN

all filings

Address

240 MISTLETOE ROAD · LOS GATOS, CA · 95032

Phone

(408) 255-6292

Industry

Law Offices· Professional & Technical Services

Plan administrator