PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HALBAR INC. DBA HALBAR ASSOCIATES
Sponsor portfolio

HALBAR INC. DBA HALBAR ASSOCIATES

EIN 95-4232412-Manufacturing-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
8
2681 DOW AVE. SUITE B1 - TUSTIN, CA 92780
Plans on this EIN
2 filings
#001ProfitSharing-$2.4M - 4 part#002ProfitSharing-$2.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • PROFIT SHARING PLAN (#002)48%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • PROFIT SHARING PLAN (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HALBAR INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALBAR INC. PROFIT SHARING PLAN

ProfitSharing

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALBAR INC. PROFIT SHARING PLANProfitSharing$2.4M42025
002HALBAR INC. PROFIT SHARING PLANProfitSharing$2.2M42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica