AUMdb

Hertz Investment Group, Inc. 401(k) Profit Sharing Plan And T

Sponsored by Hertz Investment Group, Inc. · EIN 954627972 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
118
With balances
244

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fhh Los Angeles Llp Recordkeeping, Consulting (pension), Direct payment from the plan $19,000
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $13,240
Faber Hass Hurley Llp Recordkeeping, Consulting (pension), Direct payment from the plan $6,000
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Snowden Capital Advisors Llc Other services, Other fees $0