Ed Herrington, Inc. 401(k) Profit Sharing Plan
Sponsored by Ed Herrington, Inc. · EIN 141591788 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 197
- With balances
- 225
Plan year beginning 12/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial | Investment advisory (plan) | $41,637 |
| Vanguard Group, Inc. | Other fees | $6,305 |