Haynie & Co. 401(k) Plan
Sponsored by Haynie & Company · EIN 870325228 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 364
- With balances
- 415
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $55,659 |
| Empower Annuity Insurance Company | Recordkeeping fees | $52,251 |
| Empower Advisory Group, Llc | Investment management | $14,548 |
| Cbiz Accounting Tax & Advisory Of W | Accounting, Contract administrator | $12,000 |
| Old Republic Surety Company | Other fees | $150 |