Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HALBERT HARGROVE GLOBAL ADVISORS, LLC
EIN 33-0804608Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$26.5M assets
Welfare
0
Participants
115
PO BOX 1070 - LONG BEACH, CA 90802562-435-5657
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.5M assets / 115 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST
401k
Assets$25.1M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST | 401k | $25.1M | 64 | 2024 | |
| 003 | HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 51 | 2024 |
Retirement plans