AUMdb

Halloran Retirement Plan

Sponsored by Halloran Consulting Group, Inc. · EIN 043408953 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
72
With balances
117

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $71,093
Ameriprise Financial Services Inc Other services, Other fees $0