Plan Snapshot
- Plan Sponsor: Halma Holdings INC.
- Sponsor EIN: 610962400
- Sponsor Address: 535 SPRINGFIELD AVENUE SUITE 110, SUMMIT, NJ, 079012631
- Plan Type: 401(k)
- Total Participants: 2,755
- Total Assets: $294.0M
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 | 2,755 | $294.0M | $9.3M | $18.6M |
| 2023 | 2,736 | $267.7M | $11.0M | $17.8M |
| 2022 | 2,637 | $215.1M | $11.6M | $15.3M |
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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD. — 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 | $419,779 | — | — | — | — |
| 2023 | $467,863 | $378,091 | — | — | — |
| 2022 | $471,023 | — | $471,023 | — | — |