Hallam Associates 401(k) match, vesting and fees
What Hallam 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Gallagher, Flynn & Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hallam Associates: employer contribution per participant | $2,832 | |
| Peer median | $2,719 |
| Hallam Associates: average balance | $214,925 | |
| Peer median | $85,424 |
| Hallam Associates: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.27% |
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 $30.5M at the end of plan year 2021 to $38.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 183 | $38.7M | $510K | $2,832 | 0.29% | Not published | Form 5500 ↗ |
| 2024 | 186 | $35.2M | $946K | $5,143 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 180 | $29.1M | $0 | $0 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 167 | $25M | $373K | $2,314 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 143 | $30.5M | $310K | $2,233 | 0.28% | Not published | Form 5500 ↗ |
Other Hallam Associates plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hallam Associates Inc. Employee Stock Ownership Plan
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 | Gallagher Flynn & Co (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Hallam Associates match 401(k) contributions?
The match terms for the Hallam Associates, Inc. Profit Sharing and Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $510K in employer contributions, about $2,832 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hallam Associates 401(k) match vested?
The vesting schedule for the Hallam Associates, Inc. Profit Sharing and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hallam Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Newport Group, Inc.. The plan administrator is Hallam Associates, Inc..
I left Hallam Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hallam Associates, Inc., (802) 658-4891) or the recordkeeper, Newport Group, Inc.. The Hallam Associates old 401(k) page lists the contacts from every plan filing. Find an old Hallam Associates 401(k)
Data from the public Form 5500 annual reports Hallam Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Hallam Associates. Not financial advice. Report a correction · Methodology