PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Hallam Associates
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Hallam Associates

EIN 03-0297752-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$64.9M assets
Health & Benefits
1
$227K premiums
Participants
479
38 EASTWOOD DRIVE, SUITE 200 - SOUTH BURLINGTON, VT 05403802-658-4891
Plans on this EIN
3 filings
#001401(k)-$38.7M - 183 part#002ESOP-$26.3M - 170 part#501Mixed-$227K - 256 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $64.9M assets / 353 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING AND Savings (#001)$38.7M
  • EMPLOYEE STOCK OWNERSHIP (#002)$26.3M
Total $64.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$38.7M
  • (Not disclosed)$26.3M
Total $64.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)183
  • EMPLOYEE STOCK OWNERSHIP (#002)170
Total 353Select a row to open it

Benefits portfolio analytics

1 plan / $227K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$116K
  • Long-term disability$41K
  • Life$36K
  • Other$36K
  • Vision$17K
  • Short-term disability$17K
Total $227K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN

401(k)

Assets$38.7M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HALLAM ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.3M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HALLAM ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL PLAN OF VERMONT, INC.

Premiums$227K
Covered lives256
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN401(k)$38.7M1832025
#002HALLAM ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$26.3M1702025
  • HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN$38.7M
    #001 · 401(k) · 2025183
  • HALLAM ASSOCIATES INC. EMPLOYEE STOCK OWNERSHIP PLAN$26.3M
    #002 · ESOP · 2025170

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HALLAM ASSOCIATES, INC. EMPLOYEE BENEFIT PLANMixedDELTA DENTAL PLAN OF VERMONT, INC.$227K2562025
  • HALLAM ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN$227K
    #501 · Mixed · DELTA DENTAL PLAN OF VERMONT, INC. · 2025256
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica