AUMdb

Herc U Lift, Inc. Profit Sharing Savings For Retirement Plan

Sponsored by Herc U Lift, Inc. · EIN 410968548 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
219
With balances
247

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees $82,572