Herbert J Sims 401(k) Plan
Sponsored by Herbert J Sims & Co. Inc. · EIN 135213180 · Plan #002
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 111
- With balances
- 131
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 |
|---|---|---|
| American Portfolios Fin Svcs | Securities brokerage, Securities brokerage commissions, Other commissions | $0 |
| The Aimpoint Group | Securities brokerage, Securities brokerage commissions, Other commissions | $0 |