AUMdb

Haley Ward Employee Stock Ownership 401(k) Plan

Sponsored by Haley Ward, Inc. · EIN 010360334 · Plan #002

Total assets
$43.2M
Net assets
$43.2M
Active participants
226
With balances
258

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
The Angell Pension Group Inc Contract administrator $0
Capital Group Retirement Plan Svcs Recordkeeping fees $0