Haas Sons, Inc. 401(k) Profit Sharing Plan
Sponsored by Haas Sons, Inc. · EIN 391621289 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 357
- With balances
- 497
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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $69,711 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $35,727 |
| Nfp Retirement Inc | Investment advisory (plan), Contract administrator | $23,662 |
| Cliftonlarson Allen, Llp | Accounting | $13,755 |