AUMdb

Hayward Tyler Inc. 401(k) Plan

Sponsored by Hayward Tyler, Inc. · EIN 030259877 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
170
With balances
204

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $38,584
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $19,162
Strategic Advisors, Inc. Investment advisory (plan) $8,118