# Halo Branded Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/halo-branded-solutions-inc-401k-plan

> Halo Branded Solutions, INC.'s 401(k) plan: 1,886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halo Branded Solutions, INC.

- **Sponsor EIN:** 030509520

- **Sponsor Address:** 1500 HALO WAY, STERLING, IL, 61081

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

- **Total Participants:** 1,886

- **Total Assets:** $131.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,886|$131.4M|$796,374|$10.2M|

| 2023|1,889|$114.9M|$795,461|$10.4M|

| 2022|2,095|$95.5M|$844,403|$9.7M|

## 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|

| BOKF, NA|TRUSTEE|$224,834|—|$224,834|

| MESIROW FINANCIAL, INC.|INVESTMENT ADVISORY|$25,000|—|$25,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MESIROW FINANCIAL, INC.](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,834

- **Estimated Expense Ratio:** 0.190% 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|$253,851|$50,000|—|—|—|

| 2023|$269,599|$84,984|—|—|—|

| 2022|$261,771|$84,894|—|—|$176,877|

## Similar Plans

- [Cars.Com, LLC](https://planprovider.pro/companies/cars-com-llc-401k-plan) — 1,648 participants

- [Keystone Marketing Holdings, LLC](https://planprovider.pro/companies/keystone-marketing-holdings-llc-401k-plan) — 731 participants

- [Basis Global Technologies, INC.](https://planprovider.pro/companies/basis-global-technologies-inc-401k-plan) — 708 participants

- [Amsive, LLC](https://planprovider.pro/companies/amsive-llc-401k-plan) — 634 participants

- [Dept Growth Marketing, INC.](https://planprovider.pro/companies/dept-growth-marketing-inc-401k-plan) — 484 participants

- [Rewards Network Establishment Serivces INC.](https://planprovider.pro/companies/rewards-network-inc-401k-plan) — 396 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/halo-branded-solutions-inc-401k-plan)

© 2026 PlanProvider.Pro