Ryan Herco Flow Solutions 401(k) Plan
Sponsored by Ryan Herco Products Corporation · EIN 951915233 · Plan #001
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 512
- With balances
- 522
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Precept Advisory Group, Llc | Consulting (general) | $22,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,116 |
| Anthony Apodaca Accountancy Corppo | Accounting | $9,270 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$47,650 |