Plan Snapshot
- Plan Sponsor: Haynes And Boone, LLP
- Sponsor EIN: 751312888
- Sponsor Address: 2801 N. HARWOOD STREET, SUITE 2300, DALLAS, TX, 75201
- Plan Type: DC
- Total Participants: 1,097
- Total Assets: $360.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,097 | $360.5M | $631,997 | $15.6M |
| 2023 | 1,055 | $314.6M | $578,583 | $14.5M |
| 2022 | 1,010 | $251.3M | $418,574 | $12.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $86,844 | — | $86,844 |
| HOURGLASS CAPITAL LLC | NONE | $68,723 | — | $68,723 |
| CREATIVE PLANNING LLC | NONE | $25,664 | — | $25,664 |
| TRUE NORTH ADVISORS LLC | NONE | $25,367 | — | $25,367 |
| SFMG LLC | NONE | $23,013 | — | $23,013 |
| TRIPPON WEALTH MANAGEMENT GROU | NONE | $20,105 | — | $20,105 |
| BEACON POINTE ADVISORS LLC | NONE | $17,091 | — | $17,091 |
| WESTWOOD ADVISORS LLC | NONE | $13,910 | — | $13,910 |
| CAPITAL MGMT SERVICES INC | NONE | $12,747 | — | $12,747 |
| CHARLES SCHWAB & CO., INC. | NONE | $9,402 | — | $9,402 |
| FRONTIER ASSET MANAGEMENT LLC | NONE | $8,076 | — | $8,076 |
| THE PINNACLE FINANCIAL GROUP | NONE | $7,082 | — | $7,082 |
| PRIVATE CAPITAL MANAGEMENT LLC | NONE | $7,069 | — | $7,069 |
| GLASSMAN WEALTH SERVICES LLC | NONE | $6,244 | — | $6,244 |
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CREATIVE PLANNING LLC — NONE
- BEACON POINTE ADVISORS LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,337
- Estimated Expense Ratio: 0.092% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $86,845 | — | — | — | — |
| 2023 | $80,372 | $6,377 | — | — | — |
| 2022 | $213,916 | $161,886 | — | — | — |