Original filing (PDF)20250411220136NAL0027065057076

HAILEY-PETTY & ASSOCIATES

Name: HAILEY-PETTY & ASSOCIATES — HAILEY-PETTY & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: HAILEY-PETTY & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HAILEY-PETTY & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAILEY-PETTY & ASSOCIATES.

Plan sponsor

Name

HAILEY-PETTY & ASSOCIATES

EIN

46-4025200all filings

Address

13740 RESEARCH BLVD. · STE. V4 · AUSTIN, TX · 78750

Phone

(512) 636-4159

Industry