Plan Snapshot
- Plan Sponsor: Hall Industries, INC.
- Sponsor EIN: 251154920
- Sponsor Address: 514 MECKLEM LANE, ELLWOOD CITY, PA, 161173028
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 216 | $13.6M | $388,528 | $1.0M |
| 2023 | 216 | $12.3M | $378,819 | $988,044 |
| 2022 | 206 | $10.1M | $366,411 | $901,132 |
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 |
|---|---|---|---|---|
| H2R CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- H2R CPA — 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 | $75,923 | $38,612 | $7,335 | — | — |
| 2023 | $66,040 | $22,286 | $7,945 | — | — |
| 2022 | $60,007 | — | $54,217 | — | $5,790 |