Federated Hermes, Inc. Employees Profit Sharing / 401(k) Plan
Sponsored by Federated Hermes, Inc. · EIN 251111467 · Plan #001
- Total assets
- $694M
- Net assets
- $694M
- Active participants
- 1,461
- With balances
- 1,855
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $139,425 |
| Gyl Financial Synergies, Llc | Consulting fees | $65,000 |
| Schneider Downs | Accounting | $34,798 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Shareholder servicing fees, Securities brokerage | $6,585 |