Haywood Vocational Opportunities, Inc. Retirement Plan
Sponsored by Haywood Vocational Opportunities, Inc. · EIN 561651554 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 213
- With balances
- 260
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 | $35,079 |
| Colton Groome Financial Advisors, L | Investment advisory (plan), Direct payment from the plan | $33,647 |