# Hallam Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hallam-associates-inc-401k-plan

> Hallam Associates, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallam Associates, INC.

- **Sponsor EIN:** 030297752

- **Sponsor Address:** 38 EASTWOOD DRIVE, SUITE 200, SOUTH BURLINGTON, VT, 05403

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $35.2M

## 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|133|$35.2M|$946,290|$1.5M|

| 2023|127|$29.1M|$0|$1.6M|

| 2022|122|$25.0M|$372,531|$1.2M|

## 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|

| MORGAN STANLEY GLOBAL|NONE|$63,966|—|$63,966|

| NEWPORT GROUP, INC.|NONE|$36,007|—|$36,007|

| GALLAGHER, FLYNN & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,973

- **Estimated Expense Ratio:** 0.284% of plan assets

### 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|$97,275|$61,268|$34,654|—|—|

| 2023|$82,657|$51,559|$23,162|—|—|

| 2022|$84,317|$53,720|$14,025|—|$16,572|

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