# Hallkeen Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hallkeen-management-inc-401k-plan

> Hallkeen Management, INC.'s 401(k) plan: 1,071 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallkeen Management, INC.

- **Sponsor EIN:** 043097814

- **Sponsor Address:** 1400 PROVIDENCE HIGHWAY, SUITE 1000, NORWOOD, MA, 020624659

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

- **Total Participants:** 1,071

- **Total Assets:** $27.2M

## 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|1,071|$27.2M|$303,805|$2.8M|

| 2023|884|$24.1M|$347,839|$2.4M|

| 2022|785|$20.0M|$305,430|$2.1M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$137,340|—|$137,340|

| THE ANGELL PENSION GROUP, INC|RECORDKEEPER|$97,607|—|$97,607|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY|$50,745|—|$50,745|

| GRAY GRAY & GRAY LLP|AUDIT|$17,000|—|$17,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $302,692

- **Estimated Expense Ratio:** 1.113% 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|$302,692|$50,745|$97,607|$17,000|—|

| 2023|$180,216|$42,582|$25,288|—|—|

| 2022|$186,628|—|—|—|—|

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