HALBERT & ASSOCIATES, LLC 401(K) PLAN

[ EIN: 03-0575785 | Plan No. 001 ]

According to Department of Labor Form 5500 data, HALBERT & ASSOCIATES, LLC sponsors HALBERT & ASSOCIATES, LLC 401(K) PLAN, categorized as a 401(k) plan. The filing shows 21 participants and total assets of $2,995,566 for the plan year 2018.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: HALBERT & ASSOCIATES, LLC

Location: 750 W. JOHN CARPENTER FWY, IRVING, TX 75039

EIN: 030575785

Plan Number: 001

Plan Year: 2018

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 21

Total Assets: $2,995,566

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