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HALBERT & ASSOCIATES LLC

EIN 03-0575785-individual & family services-Latest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
58
750 W JOHN CARPENTER FREEWAY, SUITE 800 - IRVING, TX 75039972-947-2781LinkedIn11-50 employeesindividual & family services
Plans on this EIN
1 filing
#002401k-$5.6M - 58 part

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Retirement#002

HALBERT & ASSOCIATES LLC 401(K) PLAN

401k

Assets$5.6M
Participants58
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HALBERT & ASSOCIATES LLC 401(K) PLAN401k$5.6M582025
Retirement plans
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