AUMdb

Horace Mann 401 K Plan

Sponsored by Horace Mann Service Corporation · EIN 370972590 · Plan #004

Total assets
$266M
Net assets
$266M
Active participants
1,785
With balances
2,456

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $157,589
Mercer Consulting (general) $98,392
Edelman Financial Services, Llc Investment management fees (direct) $51,967
Northern Trust Company Trustee (institutional), Securities brokerage, Securities brokerage commissions $39,619
Kerber, Eck & Braekel, Llp Accounting $35,000
Srn Dentons Legal $2,710