AUMdb

Herren Associates 401(k) Plan

Sponsored by Herren Associates, Inc. · EIN 541503272 · Plan #001

Total assets
$22.2M
Net assets
$22.2M
Active participants
147
With balances
213

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (participants) $7,949
Retirement Benefit Solutions, Llc Other services $0