HALBERT & ASSOCIATES LLC 401(K) PLAN

[ EIN: 03-0575785 | Plan No. 002 ]

HALBERT & ASSOCIATES LLC 401(K) PLAN, sponsored by HALBERT & ASSOCIATES LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 45 participants and total assets of $6,335,537 during the 2024 reporting period.

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 FREEWAY, IRVING, TX 75039

EIN: 030575785

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 45

Total Assets: $6,335,537

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