Halff Associates 401(k) match, vesting and fees
What Halff Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Stambaugh Ness, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Halff Associates: employer contribution per participant | $1,728 | |
| Peer median | $2,556 |
| Halff Associates: average balance | $90,612 | |
| Peer median | $100,166 |
| Halff Associates: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $147M at the end of plan year 2021 to $187M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,114 | $187M | $3.6M | $1,728 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,987 | $168M | $3.3M | $1,726 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,808 | $136M | $3M | $1,739 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,460 | $147M | $2.5M | $1,767 | 0.06% | Not published | Form 5500 ↗ |
Other Halff Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Halff Associates, Inc. Employee Stock Ownership Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Stambaugh Ness, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Halff Associates match 401(k) contributions?
The match terms for the Halff Associates Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.6M in employer contributions, about $1,728 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Halff Associates 401(k) match vested?
The vesting schedule for the Halff Associates Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Halff Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Halff Associates, Inc.
I left Halff Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Halff Associates, Inc, (214) 346-6200) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Halff Associates old 401(k) page lists the contacts from every plan filing. Find an old Halff Associates 401(k)
Data from the public Form 5500 annual reports Halff Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Halff Associates. Not financial advice. Report a correction · Methodology