Haynsworth Sinkler Boyd, P.A. 401(k) Plan
Sponsored by Haynsworth Sinkler Boyd, P.A. · EIN 571111443 · Plan #001
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 195
- With balances
- 265
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 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 | $159,316 |
| Creative Planning | Investment advisory (participants), Investment management fees (indirect) | $50,000 |
| Bauknight Pietras & Stormer, P.A., | Accounting, Investment management fees (indirect) | $20,339 |