Retirement plan

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Name: HAYNES AND BOONE, LLP - HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN (2025) Form 5500
Creator: HAYNES AND BOONE, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN, HAYNES AND BOONE, LLP

HAYNES AND BOONE, LLPEIN 75-1312888Plan #001PY 2025

2801 N. HARWOOD STREET, SUITE 2300, ATTN BENEFITS - DALLAS, TX 75201214-651-5000haynesboone.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$423.5M assets

Prospect flagsLow returnsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$358.2M

+15.7% from 2024

Total participants

1,578

+4.8% from 2024

Average account balance

$308,534

+9.8% from 2024

Annual return

14.91%

-0.72 pp from 2024

Benchmarks

See 276 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort276 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$358.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$309K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,161

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

64.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$56

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$64,265
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782	Shareholder servicing fees; Float rev...	$0

Plan features & details

Pension benefit codes2A2E2F2G2R2T3B3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$65K

$56 / participant

Recordkeeping$31K48.0%
Investment mgmt$34K52.0%

% of EOY assets

0.018%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$308,534

$145,877+111.5%

$150,045+105.6%

$102,872+199.9%

Participation rate

64.0%

79.8%-15.9pp

82.3%-18.3pp

73.0%-9.0pp

Annual return

14.91%

21.37%-6.5pp

62.55%-47.6pp

19.06%-4.2pp

Employer contribution / active EE

$14,525

$4,710+208.4%

$4,693+209.5%

$3,526+311.9%

Participant deferral / active EE

$9,491-100.0%

$7,997-100.0%

$5,535-100.0%

Admin fee / account holder

$56

$176-68.0%

$13,435-99.6%

$292-80.8%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.6 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$64,265

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.8 years

Service code 33 · EIN 94-1737782

Shareholder servicing fees; Float rev...

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYNES AND BOONE INVESTMENT DIRECTED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion