Hall Drilling, Llc 401(k) Retirement Plan
Sponsored by Hall Drilling, Llc · EIN 204722143 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 324
- With balances
- 328
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (general) | $38,450 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $13,318 |
| Cbiz Benefits And Insurance Service | Investment advisory (plan) | $9,190 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (other) | $0 |