HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST

[ EIN: 33-0804608 | Plan No. 002 ]

According to Department of Labor Form 5500 data, HALBERT HARGROVE GLOBAL ADVISORS, LLC sponsors HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST, categorized as a 401(k) plan. The filing shows 62 participants and total assets of $22,392,581 for the plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: HALBERT HARGROVE GLOBAL ADVISORS, LLC

Location: PO BOX 1070, LONG BEACH, CA 90801

EIN: 330804608

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 62

Total Assets: $22,392,581

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