Original filing (PDF)20240215152230NAL0060888656001

Haylor, Freyer & COON, Inc.

Name: Haylor, Freyer & COON, Inc. — Haylor, Freyer & COON, Form 5500 (2022)
Creator: Haylor, Freyer & COON, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Haylor, Freyer & COON, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Haylor, Freyer & COON, Inc.'s Haylor, Freyer & COON, Inc. 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022, with Voya as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAYLOR, FREYER & COON, INC..

Plan sponsor

Name

HAYLOR, FREYER & COON, INC.

EIN

15-0547748all filings

Address

300 SOUTH STATE STREET · SUITE 1000 · SYRACUSE, NY · 13202

Phone

(315) 451-1500

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-04-04

Filed

2024-02-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DANNIBLE & MCKEE LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$46K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-4317381	—	SERVICE PROVIDER	$1K	—

Other service providers

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.