Hirschvogel 401(k) Plan
Sponsored by Walor North America, Inc. · EIN 311239333 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 271
- With balances
- 459
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 97% | 2024 |
| The Siekmann Company Llc CRD 285337 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,906 |
| Shepherd Rinancial Investment Advis | Investment advisory (plan), Consulting fees | $27,118 |
| The Siekmann Company | Recordkeeping, Consulting (pension), Investment advisory (participants) | $615 |