How big is Haines Financial, LLC's plan?

Haines Financial, LLC's plan reported $627K in assets and 4 participants for 2024.

Original filing (PDF)20251015123209NAL0002412275001

Haines Financial, LLC

Name: Haines Financial, LLC — Haines Financial, LLC 401(k), Form 5500 (2024)
Creator: Haines Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haines Financial, LLC 401(k) Plan

401(k) retirement plan · Haines Financial, LLC's Haines Financial, LLC 401(k) Plan held $627K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

Plan identifiers

Haines Financial, LLC's EIN is 75-3257321.

EIN 75-3257321

Plan number 001

Plan year 2024

ACK ID 20251015123209NAL0002412275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haines Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haines Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAINES FINANCIAL, LLC.

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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