AUMdb

Haynes And Boone, Llp Partners' Retirement Plan

Sponsored by Haynes And Boone, Llp · EIN 751312888 · Plan #003

Total assets
$65.0M
Net assets
$65.0M
Active participants
47
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

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
Russell Trust Company Investment management, Direct payment from the plan, Investment management fees (direct) $206,270
October Three Consulting Llc Actuarial, Direct payment from the plan $74,755
Baker Tilly Us, Llp Accounting, Direct payment from the plan $28,379
Schwab Retirment Plan Services, Inc Custodial (other), Trustee (institutional), Direct payment from the plan $21,464