Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$31.1M
Filings through .
Halbert Hargrove Global Advisors, LLC
EIN 33-0804608Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$32.4M assets
Health & Benefits
0
Participants
112
PO BOX 1070 - LONG BEACH, CA 90802562-435-5657
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.4M assets / 112 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST
401(k)
Assets$31.1M
Participants63
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN
Cash balance
Assets$1.3M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST | 401(k) | $31.1M | 63 | 2025 |
| #003 | HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN | Cash balance | $1.3M | 49 | 2025 |
- #002 · 401(k) · 202563
- #003 · Cash balance · 202549
Retirement plans