Hero Digital, Llc 401(k) Plan
Sponsored by Hero Digital, Llc · EIN 464821970 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 593
- With balances
- 461
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forest Capital Management Llc | Consulting (general), Investment advisory (plan) | $59,397 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $49,831 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,109 |