Haller Enterprises, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $21.6 million was transferred out of the plan. Assets moved to the HOMEX SAVINGS PLAN (sponsored by HOME EXPERIENCE LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Haller Enterprises, Llc 401(k) Plan Facts (plan year 2024)

Plan name
HALLER ENTERPRISES, LLC PROFIT SHARING & SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HALLER ENTERPRISES, LLC
Participants
469
Former employees with a balance
0
Employer contributions
$120,926 in plan year 2024 (25% of all contributions)
Recordkeeper
Fulton Financial Advisors
Plan year
Oct 1, 2024 – Mar 29, 2025
Plan established
Oct 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Mar 29, 2025), filed Jan 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $488,503 went into the plan in contributions, $120,926 of it from the employer (25%).
  • $648,939 was paid out to participants.
  • Investment and other income added $255,086.

How the Haller Enterprises, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019505$17.7 million$378,684$1.49 million
2020479$21.2 million$376,551$2.95 million
2021500$17.5 million$479,898$1.72 million
2022582$19.6 million$440,139$2.33 million
2023580$21.6 million$352,568$4.31 million
2024 (final)469$0$120,926$648,939

Haller Enterprises, Llc 401(k) Contact Information

Phone
717-625-1500
Mailing address
212 BUCKY DRIVE, LITITZ PA 17543
Plan sponsor
HALLER ENTERPRISES, LLC
Employer identification number (EIN)
23-2271706
Plan number
001

Questions about the Haller Enterprises, Llc 401(k)

Is the Haller Enterprises, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the HOMEX SAVINGS PLAN.

Does Haller Enterprises, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $120,926, 25% of all contributions.

Does the Haller Enterprises, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Haller Enterprises, Llc 401(k) plan?

469 participants at the start of plan year 2024.

Who manages the Haller Enterprises, Llc 401(k) accounts?

FULTON FINANCIAL ADVISORS is the plan's recordkeeper, which is where participants log in to see their balance.

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