P 401(k) Plan Report

Stable plan record

HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN

Sponsored by HALLERAN WEALTH MANAGEMENT, INC · EIN/PN 208764705-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$18,732
Administrative cost per participant
2025
$11
Active participants
2025
8
Total plan assets
2025
$3,820,232
Participant loans as a share of assets
2025
1.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260427085155NAL00081932970018$18,732
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.