AUMdb

Halo Branded Solutions, Inc. 401(k) Savings Plan

Sponsored by Halo Branded Solutions, Inc. · EIN 030509520 · Plan #001 · Sterling, IL

Total assets
$131M
Net assets
$131M
Active participants
1,886
With balances
2,110

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $224,834
Mesirow Financial, Inc. Investment advisory (plan) $25,000