AUMdb

South32 Hermosa Inc. 401(k) Plan

Sponsored by South32 Hermosa Inc. · EIN 980477780 · Plan #001

Total assets
$16.9M
Net assets
$16.9M
Active participants
196
With balances
231

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
Cbiz Investment Advisory Services, Llc CRD 286002 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cbiz Investment Advisory Services Investment advisory (plan) $56,282
Empower Advisory Group, Llc Investment management $18,644
Empower Annuity Ins. Co. Recordkeeping fees $0