Haws Retirement Plan
Sponsored by Haws Corporation · EIN 941237775 · Plan #002
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 159
- With balances
- 193
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 |
|---|---|---|
| Up Capital Management, Inc. CRD 164692 | deterministic · 100% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $12,903 |
| Up Capital Management, Inc. | Investment advisory (plan) | $10,053 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |