AUMdb

Herker Industries, Inc. 401 K Profit Sharing Plan

Sponsored by Multi Fab Products Nova Technology, Inc. · EIN 390837496 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
197
With balances
230

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $78,633
Morgan Stanley Investment advisory (plan) $42,593
Reilly, Penner & Benton Llp Accounting $8,900
The Retirement Advantage, Inc. Contract administrator $7,596