Hereford Insurance Company 401(k) Profit Sharing Plan And Trust
Sponsored by Hereford Insurance Company · EIN 112774650 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 241
- With balances
- 179
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $30,139 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $20,634 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,386 |