Haley Ward, Inc.'s EIN is 01-0360334.
Download the official 2024 Form 5500 (PDF) for Haley Ward, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haley Ward, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | E PROVIDENCE, RI | CONTRACT ADMIN | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $21.5M | 49.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.7M | 47.9% | |
| [Assets held in common collective trust] | Other | — | — | $996K | 2.3% | |
| RELIANCE METLIFE METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $996K | 2.3% | |
| [Assets held in participant loans] | Other | — | — | $78K | 0.2% |
