Filings through .
Sponsor portfolio
Hallenross and Associates LLC
EIN 73-1672208translation and localizationLatest filing 2025
Plans
2
Retirement
1
$694K assets
Welfare
1
Participants
23
1240 NORTH 3 BS AND K ROAD - SUNBURY, OH 43074614-296-8937hallenross.comLinkedIn1-10 employeestranslation and localization
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HALLENROSS AND ASSOCIATES LLC 401K PLAN
401(k)
Assets$694K
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HALLENROSS AND ASSOCIATES SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALLENROSS AND ASSOCIATES LLC 401K PLAN | 401(k) | $694K | 19 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALLENROSS AND ASSOCIATES SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans