· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HALDEMAN & FRAZIER, INC. — HALDEMAN & FRAZIER, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006142140NAL0002129411001
HALDEMAN & FRAZIER, INC.
Form 5500-SF
FILING_RECEIVED
HALDEMAN & FRAZIER, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HALDEMAN & FRAZIER, INC.
.
Find decision makers
Plan sponsor
Name
HALDEMAN & FRAZIER, INC.
EIN
95-2809394
Address
1313 FLANDERS ROAD · LA CANADA, CA · 91011
Phone
(818) 207-7174
Industry
Other Services (ex. Public Admin)
see 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
11 DOLLAR BILL LLC
11 DOLLAR BILL LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 11 participants
FC ADVISORY LLC
FC ADVISORY LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 7 participants
16 HANDS LLC
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
$1.5M · 20 participants
WESTCHESTER ROAD RUNNER, INC
WESTCHESTER ROAD RUNNER INC 401K PROFIT SHARING PLAN & TRUST
$1.5M · 7 participants
PURPLE PATCH FITNESS, INC.
PURPLE PATCH FITNESS, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.5M · 8 participants
ORTHOPTICS INC
ORTHOPTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
