Sponsor portfolio
HALTER FERGUSON FINANCIAL, INC.
EIN 35-1691226financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
12
13080 GRAND BLVD SUITE 130 - CARMEL, IN 46032317-875-0202hffinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALTER FERGUSON FINANCIAL 401(K) PLAN | 401k | $3.2M | 12 | 2025 |
Retirement plans