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  1. Companies/
  2. Halff Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Halff Associates, Inc.

EIN 75-1308699-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$290.2M assets
Health & Benefits
1
$1.4M premiums
Participants
4,984
2380 PERFORMANCE DRIVE BUILDING C, - RICHARDSON, TX 750824332214-346-6200LinkedIn501-1000 employees
Plans on this EIN
3 filings
#001401(k)-$217.6M - 2,081 part#003ESOP-$72.6M - 1,485 part#501Mixed-$1.4M - 1,391 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $290.2M assets / 3,566 participants

Assets by plan

Share of aggregate retirement assets

  • ASSOCIATES INC. 401(K) (#001)$217.6M
  • PLAN AND TRUST (#003)$72.6M
Total $290.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES INC. 401(K) (#001)2,081
  • PLAN AND TRUST (#003)1,485
Total 3,566Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$495K
  • Long-term disability$389K
  • Short-term disability$285K
  • Other$272K
Total $1.4M4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HALFF ASSOCIATES INC. 401(K) PLAN

401(k)

Assets$217.6M
Participants2,081
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$72.6M
Participants1,485
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HALFF ASSOCIATES, INC. FLEXIBLE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,391
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HALFF ASSOCIATES INC. 401(K) PLAN401(k)$217.6M2,0812025
#003HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$72.6M1,4852025
  • HALFF ASSOCIATES INC. 401(K) PLAN$217.6M
    #001 · 401(k) · 20252,081
  • HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$72.6M
    #003 · ESOP · 20251,485

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HALFF ASSOCIATES, INC. FLEXIBLE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M1,3912025
  • HALFF ASSOCIATES, INC. FLEXIBLE BENEFITS PLAN$1.4M
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,391
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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