Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAYWOOD ASSOCIATES, INCORPORATED
EIN 04-3223372Retail TradeLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
40
124 JEWETT STREET - GEORGETOWN, MA 01833978-352-3100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 40 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HAYWOOD ASSOCIATES INCORPORATED 401K PROFIT SHARING PLAN
401k
Assets$4.6M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HAYWOOD ASSOCIATES INCORPORATED CASH BALANCE PLAN
CashBalance
Assets$644K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HAYWOOD ASSOCIATES INCORPORATED 401K PROFIT SHARING PLAN | 401k | $4.6M | 28 | 2025 | |
| 004 | HAYWOOD ASSOCIATES INCORPORATED CASH BALANCE PLAN | CashBalance | $644K | 12 | 2025 |
Retirement plans