Herald Group Of Employees Profit Sharing Plan & Trust
Sponsored by Herald Office Supply, Inc · EIN 570782942 · Plan #001 · Dillon, SC
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 136
- With balances
- 97
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 |
|---|---|---|
| Munn & Associates, Pc | Accounting, Direct payment from the plan | $31,800 |
| First Citizens Bank And Trust Co | Investment advisory (plan), Direct payment from the plan | $23,622 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,444 |