Haylor Freyer & Coon Inc. Employee Stock Ownership Plan
Sponsored by Haylor Freyer & Coon Inc. · EIN 150547748 · Plan #003
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 09/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dannible & Mckee, Llp | Accounting | $33,825 |
| Haylor, Freyor, & Coon | Insurance services | $33,477 |
| Transition Finance Strategies | Recordkeeping fees | $24,294 |
| Isaacks & Associates | Trustee (discretionary) | $8,000 |
| Lpl Financial | Investment advisory (plan) | $3,307 |