# Halloran & Sage, LLP DC Plan
Source: https://planprovider.pro/companies/halloran-sage-llp-plan-001

> Halloran & Sage, LLP's DC 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:** Halloran & Sage, LLP

- **Sponsor EIN:** 060679651

- **Sponsor Address:** 225 ASYLUM STREET, HARTFORD, CT, 06103

- **Plan Type:** DC

- **Total Participants:** 133

- **Total Assets:** $44.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|$44.4M|$530,709|$1.4M|

| 2023|141|$43.1M|$383,833|$1.4M|

| 2022|148|$45.1M|$352,773|$1.5M|

## 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|

| SIMIONE MACCA & LARROW, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIMIONE MACCA & LARROW, LLP](https://planprovider.pro/provider/simione-macca-and-larrow-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|$121,216|—|—|—|—|

| 2023|$115,285|—|—|—|—|

| 2022|$126,196|—|—|—|—|

## Similar Plans

- [Carmody Torrance Sandak & Hennessey LLP](https://planprovider.pro/companies/carmody-torrance-sandak-hennessey-llp-plan) — 137 participants

- [Finn Dixon & Herling LLP](https://planprovider.pro/companies/finn-dixon-herling-llp-401k-plan) — 114 participants

- [Shipman & Goodwin LLP](https://planprovider.pro/companies/shipman-goodwin-llp-plan-002) — 110 participants

- [Pullman & Comley, LLC](https://planprovider.pro/companies/pullman-comley-llc-401k-plan-002) — 109 participants

- [Robinson & Cole LLP](https://planprovider.pro/companies/robinson-cole-llp-401k-plan-004) — 158 participants

- [Murtha Cullina LLP](https://planprovider.pro/companies/murtha-cullina-llp-plan-001) — 105 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/halloran-sage-llp-plan-001)

© 2026 PlanProvider.Pro