Hero Dvo Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Hero Dvo Llc · EIN 472855247 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.4M
- Active participants
- 1,035
- With balances
- 1,067
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $97,280 |
| Global Retirement Partners Llc | Investment advisory (plan) | $24,500 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $17,500 |