Herschend Family Entertainment Profit Sharing & 401(k) Plan
Sponsored by Herschend Entertainment Company Llc · EIN 463014631 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 5,734
- With balances
- 6,193
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $278,022 |
| Sageview Advisory Group, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $51,981 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $20,212 |