# Haynes And Boone, LLP DC Plan
Source: https://planprovider.pro/companies/haynes-and-boone-llp-plan-002

> Haynes And Boone, LLP's DC plan: 1,097 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US,LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Haynes And Boone, LLP](https://planprovider.pro/companies/haynes-and-boone-llp-plan-001) — 1,097 participants

- [Linebarger Goggan Blair & Sampson, LLP](https://planprovider.pro/companies/linebarger-goggan-blair-sampson-llp-401k-plan) — 1,093 participants

- [Vinson & Elkins L.L.P.](https://planprovider.pro/companies/vinson-elkins-l-l-p-401k-plan-002) — 743 participants

- [Akin Gump Strauss Hauer & Feld LLP](https://planprovider.pro/companies/akin-gump-strauss-hauer-feld-llp-401k-plan) — 1,477 participants

- [Vinson & Elkins L.L.P.](https://planprovider.pro/companies/vinson-elkins-l-l-p-401k-plan-003) — 523 participants

- [Jackson Walker LLP](https://planprovider.pro/companies/jackson-walker-llp-401k-plan-004) — 514 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/haynes-and-boone-llp-plan-002)

© 2026 PlanProvider.Pro