Halo Network 403(b) match, vesting and fees
What Halo Network's 403(b) 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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Craig, Fitzsimmons & Meyer, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Halo Network: employer contribution per participant | $855 | |
| Peer median | $1,468 |
| Halo Network: average balance | $7,277 | |
| Peer median | $37,786 |
| Halo Network: admin expenses ÷ assets | 0.93% | |
| Peer median | 0.39% |
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 $579K at the end of plan year 2021 to $1.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 194 | $1.3M | $150K | $855 | 0.93% | Not published | Form 5500 ↗ |
| 2023 | 186 | $828K | $21K | $172 | 1.42% | Not published | 5500-SF ↗ |
| 2022 | 164 | $581K | — | — | 1.40% | Not published | Form 5500 ↗ |
| 2021 | 128 | $579K | $106K | $1,861 | 1.55% | Not published | Form 5500 ↗ |
Common questions
Does Halo Network match 401(k) contributions?
The match terms for the Halo Network 403(b) ERISA Plan have not been published from its filing yet. The plan year 2024 filing reports $150K in employer contributions, about $855 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Halo Network 401(k) match vested?
The vesting schedule for the Halo Network 403(b) ERISA Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Halo Network 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Halo Network.
I left Halo Network. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Halo Network, (631) 789-7373) or the recordkeeper, Empower Life & Annuity Insurance Co. The Halo Network old 401(k) page lists the contacts from every plan filing. Find an old Halo Network 401(k)
Data from the public Form 5500 annual reports Halo Network 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 Halo Network. Not financial advice. Report a correction · Methodology