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Original filing (PDF)20250730114142NAL0002308291001
HAYNES INC.
Form 5500
FILING_RECEIVED
THE HAYNES RETIREMENT PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
168
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAYNES INC..
Plan sponsor
Name
HAYNES INC.
EIN
04-3620459
Address
3701 PENDER DR. · SUITE 250 · FAIRFAX, VA · 22030
Phone
(703) 273-2354
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CHORTEK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
38 direct securities · 1 pooled fund· $12.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.4M
38 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K | — | — | — | $1.4M | 11.2% | |
| Fidelity Freedom 2050 K | — | — | — | $1.3M | 10.6% | |
| Fidelity Freedom 2045 K | — | — | — | $914K | 7.4% | |
| Fidelity Freedom 2030 K | — | — | — | $849K | 6.8% | |
| Fidelity 500 Index | — | — | — | $751K | 6.0% | |
| Fidelity Contrafund K | — | — | — | $690K | 5.5% | |
| Fidelity Freedom 2040 K | — | — | — | $567K | 4.6% | |
| Fidelity Balanced K | — | — | — | $548K | 4.4% | |
| Fidelity Freedom 2025 K | — | — | — | $475K | 3.8% | |
| Fidelity Freedom 2055 K | — | — | — | $416K | 3.3% | |
| Fidelity Capital Appreciation K | — | — | — | $415K | 3.3% | |
| Fidelity Freedom 2020 K | — | — | — | $395K | 3.2% | |
| Fidelity International Discovery Fund | — | — | — | $373K | 3.0% | |
| Fidelity Low Proceed Stock | — | — | — | $288K | 2.3% | |
| Fidelity Freedom 2010 K | — | — | — | $249K | 2.0% | |
| Fidelity U.S. Bond Index | — | — | — | $228K | 1.8% | |
| John Hancock Growth & Inc | — | — | — | $220K | 1.8% | |
| Fidelity Freedom 2060 K | — | — | — | $200K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $198K | 1.6% | |
| Columbia Dividend Income A | — | — | — | $198K | 1.6% | |
| Fidelity Freedom Income K | — | — | — | $170K | 1.4% | |
| Fidelity Value Discovery | — | — | — | $169K | 1.4% | |
| Fidelity Stock Sel Small Cap | — | — | — | $165K | 1.3% | |
| Fidelity Small Cap Value | — | — | — | $153K | 1.2% | |
| Fidelity Strategic Income | — | — | — | $133K | 1.1% | |
| in-interest Identity of issuer, borrower, lessor, or similar party date or rate of interest Current value * Fidelity Government Money Market | — | — | — | $132K | 1.1% | |
| Fidelity Value Fund | — | — | — | $127K | 1.0% | |
| Fidelity International Index | — | — | — | $115K | 0.9% | |
| PGIM J Mid Cap Growth A | — | — | — | $98K | 0.8% | |
| Various maturity dates through 2033 and * Notes receivable from participants interest rates from 7.25% to 12.50% | — | — | — | $98K | 0.8% | |
| Fidelity Freedom 2015 K | — | — | — | $96K | 0.8% | |
| Loomis Small Cap Growth | — | — | — | $94K | 0.8% | |
| Fidelity Managed Income Portfolio | — | — | — | $68K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $68K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $63K | 0.5% | |
| Fidelity Extended Market Index | — | — | — | $32K | 0.3% | |
| Fidelity Freedom 2065 K | — | — | — | $28K | 0.2% | |
| JP Morgan Mid Cap Value A | — | — | — | $10K | <0.1% | |
| Cohen & Steers Realty | — | — | — | $3K | <0.1% |
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