AUMdb

Hertrich Family Of Automobile Dealers 401 (K) Plan

Sponsored by Hertrich Family Of Automobile Dealers · EIN 510302019 · Plan #001

Total assets
$41.8M
Net assets
$41.8M
Active participants
915
With balances
1,003

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Onedigital Investment Advisors Investment advisory (participants) $54,965
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $19,803