Plan Snapshot
- Plan Sponsor: Hayward Tyler, INC.
- Sponsor EIN: 030259877
- Sponsor Address: 480 ROOSEVELT HIGHWAY, COLCHESTER, VT, 05446
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 211
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 211 | $30.5M | $0 | $0 |
| 2024 | 170 | $25.2M | $591,467 | $1.5M |
| 2023 | 151 | $22.2M | $589,054 | $1.4M |
| 2022 | 147 | $17.5M | $485,029 | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $43,083 | — | $43,083 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,481 | — | $27,481 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,716 | — | $7,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,280
- Estimated Expense Ratio: 0.257% 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 |
|---|---|---|---|---|---|
| 2025 | $2,026,950 | $7,716 | — | — | — |
| 2024 | $65,864 | $8,118 | — | — | — |
| 2023 | $69,641 | $46,685 | — | — | — |
| 2022 | $71,137 | $10,479 | — | — | — |