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Company:
Halo, LLC
Plan:
Halo, LLC Profit Sharing and 401k Plan
 

Halo, LLC

71 Plan: Halo, LLC Profit Sharing and 401k Plan

 
 
71
35
65
86
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (71) and the top rated plan (86) could equate to:
[How is this calculated?]
8 additional years of work
Up to $49,100 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Halo, LLC Profit Sharing and 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Participation Rate and Salary Deferral. Halo, LLC Profit Sharing and 401k Plan currently has over 200 active participants and over $10.0M in plan assets.

 

 Retirement Plan Details

Address 9820 Association Court
Indianapolis, IN 46280 
Industry Offices of Other Holding Companies
Administrator John Smith
Net Plan Assets $9,960,000
Total Participants 280
Avg Account Balance $36,000

 Compare Other Companies in Peer Group

BRPH Companies 74.0
Arbor Management, LLC 71.8
Ecom Atlantic 69.9
Eastern Insurance Holdings 65.3
DENS Partners 64.8
UM Holdings, Ltd. 63.5

 Top 3 Funds in this 401k

1. DFA US Small Cap Value 19%
2. DFA US Large Cap Value III 14%
3. DFA International Value III 11%

  Plan Service Providers

Administration Benefitstreet, Inc.
Investment Adviser Shoreline Asset Management, LLC
Auditor KSM Business Services

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