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Sponsor portfolio

HALLERAN WEALTH MANAGEMENT, INC

EIN 20-8764705-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
8
345 WOODCLIFF DRIVE, SUITE 8 - FAIRPORT, NY 14450585-383-8220
Plans on this EIN
1 filing
#001401k-$3.8M - 8 part

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Retirement#001

HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$3.8M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN401k$3.8M82025
Retirement plans
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