Plan Snapshot
- Plan Sponsor: Haynes Management Services, INC.
- Sponsor EIN: 853927261
- Sponsor Address: 545 HOSPITAL DRIVE, WETUMPKA, AL, 36092
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 535 | $4.7M | $0 | $402,263 |
| 2023 | 522 | $4.7M | $0 | $379,788 |
| 2022 | 460 | $4.1M | $0 | $414,730 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,706 | $30,735 | $18,944 | — | — |
| 2023 | $51,524 | $27,151 | $18,009 | — | — |
| 2022 | $54,239 | $25,897 | $27,530 | — | $812 |