Heidelberg Retirement Savings Plan
Sponsored by Heidelberg Americas, Inc. · EIN 592272302 · Plan #015
- Total assets
- $229M
- Net assets
- $228M
- Active participants
- 445
- With balances
- 664
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $99,777 |
| Empower Advisory Group, Llc | Investment management | $79,260 |
| Charles Schwab | Securities brokerage | $1,134 |
| Qdro Consultants Co Llc | Consulting (general) | $600 |