Employers › Hall Capital Partners
Recordkeeping fees per participant · Hall Capital Partners LLC 401(k) Plan · plan year 2024
$12.08
Higher than 12% of the 5,847 plans $50 to 250M that report it.
= $4,203 / 348
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250909114621NAL0033614480001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909114621NAL0033614480001, received 2025-09-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-09.
Administrative expenses excluding investment management, per participant
$12.08
Higher than 7% of the 8,758 plans $50 to 250M that report it.
= $4,203 / 348
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250909114621NAL0033614480001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909114621NAL0033614480001, received 2025-09-09
Administrative expenses per participant
$88.16
Higher than 31% of the 9,042 plans $50 to 250M that report it.
= $30,678 / 348
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909114621NAL0033614480001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909114621NAL0033614480001, received 2025-09-09
Administrative expenses as a share of assets
0.061%
Higher than 24% of the 9,049 plans $50 to 250M that report it.
= $30,678 / $50,652,556
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909114621NAL0033614480001, received 2025-09-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250909114621NAL0033614480001, received 2025-09-09
Employer contributions per participant
$2,352
Higher than 41% of the 9,105 plans $50 to 250M that report it.
= $818,634 / 348
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909114621NAL0033614480001, received 2025-09-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909114621NAL0033614480001, received 2025-09-09
Employer share of total contributions
18.1%
Higher than 14% of the 9,112 plans $50 to 250M that report it.
= $818,634 / $4,518,265
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909114621NAL0033614480001, received 2025-09-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250909114621NAL0033614480001, received 2025-09-09
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250909114621NAL0033614480001, received 2025-09-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | HALL CAPITAL PARTNERS LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Plan name | HALL CAPITAL PARTNERS LLC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Sponsor EIN / plan number | 94-3098822 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Sponsor location | SAN FRANCISCO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Filing received | 2025-09-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Participants, beginning of year | 376 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Active participants | 206 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Participants, end of year | 358 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Participants with an account balance | 348 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total assets, beginning of year | $43,912,846 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total assets, end of year | $50,652,556 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Net assets, end of year | $50,652,556 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total income | $10,037,386 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Net income | $6,739,710 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Employer contributions | $818,634 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Participant contributions | $3,186,212 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Other contributions (incl. rollovers) | $513,419 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total contributions | $4,518,265 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Benefit payments | $3,266,998 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total expenses (incl. benefit payments) | $3,297,676 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Total administrative expenses | $30,678 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Recordkeeping fees | $4,203 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Investment advisory and management fees | $26,475 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Administrative expenses excluding investment management | $4,203 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Held in mutual funds | $50,537,955 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250909114621NAL0033614480001, received 2025-09-09 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250909114621NAL0033614480001, received 2025-09-09 |
Position = column in the DOL layout for form year 2024. Filing 20250909114621NAL0033614480001, received 2025-09-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $13,476 | no |
| THREE BELL CAPITAL LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $12,999 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $4,203 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250909114621NAL0033614480001, received 2025-09-09.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $43,912,846 | $50,652,556 | 15.3% |
| Participants with a balance | 365 | 348 | -4.7% |
| Administrative expenses | $25,783 | $30,678 | 19.0% |
| Recordkeeping fees per participant | $7.26 | $12.08 | 66.4% |
| Employer contributions | $865,501 | $818,634 | -5.4% |
Prior filing 20240906154535NAL0001316881001, received 2024-09-06; the plan years are contiguous.
Sponsor name as filed: HALL CAPITAL PARTNERS LLC; SEC registrant: Hall Capital Partners LLC (CIK 1616461, matched by EIN).