Plan Snapshot
- Plan Sponsor: Haynes And Boone, LLP
- Sponsor EIN: 751312888
- Sponsor Address: 2801 N. HARWOOD STREET, STE 2300, DALLAS, TX, 75201
- Plan Type: DB
- Total Participants: 47
- Total Assets: $65.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $65.0M | $2.4M | $0 |
| 2023 | 49 | $68.2M | $605,566 | $0 |
| 2022 | 72 | $139.5M | $661,812 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $28,379 | — | $28,379 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $28,379
- Estimated Expense Ratio: 0.044% 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 | $435,539 | $206,270 | — | $28,379 | — |
| 2023 | $777,526 | $440,840 | — | $27,037 | — |
| 2022 | $965,490 | $646,969 | $50,704 | — | $85,337 |