AUMdb

M.B. Haynes 401(k) Plan

Sponsored by M.B. Haynes Corporation · EIN 560506077 · Plan #001

Total assets
$37.7M
Net assets
$37.7M
Active participants
586
With balances
669

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Colton Groome Financial Advisors, Llc CRD 128365 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $115,475
Colton Groome Financial Advisors, L Investment advisory (plan), Other fees $0