HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN

[ EIN: 33-0804608 | Plan No. 003 ]

Form 5500 filing classifies HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN as a Defined Benefit plan, sponsored by HALBERT HARGROVE GLOBAL ADVISORS, LLC. The plan is a Small Plan with 51 participants and total assets of $1,369,664 reported for the 2024 plan year.

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: 111 W. OCEAN BLVD., STE. 2300, LONG BEACH, CA 90802

EIN: 330804608

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 51

Total Assets: $1,369,664

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