AUMdb

Haynes And Boone Investment Directed Profit Sharing Plan

Sponsored by Haynes And Boone, Llp · EIN 751312888 · Plan #001

Total assets
$310M
Net assets
$310M
Active participants
1,097
With balances
1,102

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $50,882
Charles Schwab & Co., Inc. Shareholder servicing fees, Float revenue $0