AUMdb

Hal Hays Construction, Inc. Retirement Savings Plan

Sponsored by Hal Hays Construction, Inc. · EIN 542084366 · Plan #002

Total assets
$3.5M
Net assets
$3.4M
Active participants
286
With balances
172

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D. Jones & Company Investment advisory (plan) $9,740
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $7,941
Hicks Pension Services Recordkeeping, Participant loan processing, Recordkeeping fees $1,500
Mesirow Financial, Inc. Investment advisory (plan) $721