West Herr Employees' Retirement Plan
Sponsored by West Herr Ford, Inc. · EIN 160738496 · Plan #003
- Total assets
- $177M
- Net assets
- $176M
- Active participants
- 3,152
- With balances
- 1,978
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 |
|---|---|---|
| Sandhill Capital Partners Llc CRD 129800 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sandhill Investment Management | Investment advisory (plan) | $180,387 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,421 |