Herkules Usa Corp 401(k) Profit Sharing Plan & Trust
Sponsored by Herkules Usa Corp · EIN 640717023 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 110
- With balances
- 128
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan), Recordkeeping fees | $34,923 |
| Empower Annuity Ins Co Of America | Recordkeeping, Recordkeeping fees | $29,836 |
| Duncan Financial Group Llc | Claims processing, Contract administrator, Participant loan processing | $2,000 |