AUMdb

Hear.Com 401(k) Plan

Sponsored by Hear.Com · EIN 474305088 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
307
With balances
346

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 $34,304
Forvis Mazars Llp Accounting, Direct payment from the plan $21,000
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0