Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
HAILE BROKERAGE, INC.
EIN 75-2146764Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
2650 FREEWOOD DRIVE - DALLAS, TX 75220214-395-1471
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 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#002
HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAILE RESOURCES AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$557K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.5M | 5 | 2024 | |
| 001 | HAILE RESOURCES AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST | ProfitSharing | $557K | 6 | 2024 |
Retirement plans