Haynes And Boone Retirement Savings Plan
Sponsored by Haynes And Boone, Llp · EIN 751312888 · Plan #002
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 1,097
- With balances
- 1,590
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 |
|---|---|---|
| Hourglass Capital, Llc CRD 147754 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| True North Advisors, Llc CRD 116048 | deterministic · 100% | 2024 |
| Sfmg, Llc. CRD 107548 | deterministic · 100% | 2024 |
| Trippon Wealth Management Group Llc CRD 136485 | fuzzy_auto · 99% | 2024 |
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Westwood Advisors, L.L.C CRD 132162 | fuzzy_auto · 95% | 2024 |
| Frontier Asset Management, Llc CRD 109910 | deterministic · 100% | 2024 |
| Pinnacle Financial Group Llc CRD 116600 | deterministic · 100% | 2024 |
| Private Capital Management, Llc CRD 169172 | deterministic · 100% | 2024 |
| Glassman Wealth Services, Llc CRD 151478 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $86,844 |
| Hourglass Capital Llc | Investment advisory (participants), Direct payment from the plan | $68,723 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $25,664 |
| True North Advisors Llc | Investment advisory (participants), Direct payment from the plan | $25,367 |
| Sfmg Llc | Investment advisory (participants), Direct payment from the plan | $23,013 |
| Trippon Wealth Management Grou | Investment advisory (participants), Direct payment from the plan | $20,105 |
| Beacon Pointe Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,091 |
| Westwood Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,910 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $12,747 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $9,402 |
| Frontier Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $8,076 |
| The Pinnacle Financial Group | Investment advisory (participants), Direct payment from the plan | $7,082 |
| Private Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $7,069 |
| Glassman Wealth Services Llc | Investment advisory (participants), Direct payment from the plan | $6,244 |