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: 175
- Total Assets: $78.4M
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 | 175 | $78.4M | $14.0M | $0 |
| 2023 | 177 | $67.3M | $13.1M | $0 |
| 2022 | 172 | $53.2M | $11.8M | $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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | NONE | $110,695 | — | $110,695 |
| ALLIANCE BERNSTEIN LP | NONE | $42,495 | — | $42,495 |
| BAKER TILLY US, LLP | NONE | $27,330 | — | $27,330 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,520
- Estimated Expense Ratio: 0.230% 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 | $201,700 | $42,495 | — | $27,330 | — |
| 2023 | $216,087 | $67,440 | — | $25,214 | — |
| 2022 | $197,934 | $65,793 | — | — | $114,931 |