Sponsor portfolio
HALE ADVISORS INC.
EIN 45-2399936management consultingLatest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
15
8 JOHN STREET - KINGSTON, NY 12401845-383-1361haleadvisors.comLinkedIn11-50 employeesmanagement consulting
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 | HALE ADVISORS, INC. 401(K) PLAN | 401k | $2.1M | 15 | 2025 |
Retirement plans