AUMdb

Heffernan Insurance Brokers 401(k) Plan

Sponsored by Heffernan Insurance Brokers · EIN 942506099 · Plan #001

Total assets
$130M
Net assets
$130M
Active participants
782
With balances
873

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
Empower Annuity Insurance Company O Recordkeeping fees $40,670
Qdro Consultants Co Llc Other fees $300