AUMdb

Herring Bank 401(k) Profit Sharing Plan

Sponsored by Herring Bank · EIN 750330569 · Plan #002

Total assets
$6.8M
Net assets
$6.8M
Active participants
154
With balances
187

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
Nationwide Investment advisory (participants) $23,600
Meeder Investment advisory (participants) $13,687
Inwest Retirement Solutions Investment advisory (participants) $3,844
Mml Investors Services, Llc Securities brokerage $0