Hoerbiger Us Retirement Plan
Sponsored by Hoerbiger America Holding, Inc. · EIN 203965560 · Plan #001
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 1,112
- With balances
- 1,349
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Participant loan processing, Direct payment from the plan | $171,159 |
| Creative Planning Llc | Investment advisory (plan) | $59,953 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $46,246 |
| Ahearn Jasco + Company Pa | Accounting, Direct payment from the plan | $20,000 |