Herb Pharm, Llc Savings Plan
Sponsored by Herb Pharm, Llc · EIN 473470089 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 184
- With balances
- 281
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Planner's Financial Services | Investment advisory (plan) | $23,666 |
| Professional Benefit Services Inc | Contract administrator | $8,159 |
| Empower Advisory Group, Llc | Investment management | $2,949 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |