Plan Snapshot
- Plan Sponsor: Hall Capital Partners LLC
- Sponsor EIN: 943098822
- Sponsor Address: ONE MARITIME PLAZA, SUITE 650, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $50.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $50.7M | $818,634 | $3.2M |
| 2023 | 219 | $43.9M | $865,501 | $3.3M |
| 2022 | 249 | $36.5M | $885,351 | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $30,678 | $26,475 | — | — | — |
| 2023 | $25,783 | $23,133 | — | — | — |
| 2022 | $24,328 | $20,409 | $3,919 | — | — |