How big is Haire Wealth Management, Inc.'s plan?

Haire Wealth Management, Inc.'s plan reported $3.4M in assets and 5 participants for 2024.

Original filing (PDF)20250703134918NAL0000389027001

Haire Wealth Management, Inc.

Name: Haire Wealth Management, Inc. — Haire Wealth, Form 5500 (2024)
Creator: Haire Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haire Wealth Management Retirement Plan

401(k) retirement plan · Haire Wealth Management, Inc.'s Haire Wealth Management Retirement Plan held $3.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Haire Wealth Management, Inc.'s EIN is 20-1811446.

EIN 20-1811446

Plan number 002

Plan year 2024

ACK ID 20250703134918NAL0000389027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haire Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haire Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HAIRE WEALTH MANAGEMENT, INC.

EIN

all filings

Address

103 COURT ST. · TUPELO, MS · 38804

Phone

(662) 844-3501

Industry

Finance & Insurance

Plan administrator