# Hertz Associates Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/hertz-associates-ltd-401k-plan

> Hertz Associates Ltd.'s 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hertz Associates Ltd.

- **Sponsor EIN:** 420867198

- **Sponsor Address:** 415 S 11TH STREET, NEVADA, IA, 50201

- **Plan Type:** 401(k)

- **Total Participants:** 190

- **Total Assets:** $62.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|190|$62.4M|$822,037|$1.8M|

| 2023|180|$57.6M|$818,205|$1.8M|

| 2022|169|$48.4M|$674,555|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DENMAN CPA LLP|Auditor|$11,500|—|$11,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DENMAN CPA LLP](https://planprovider.pro/provider/denman-cpa-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,500

- **Estimated Expense Ratio:** 0.018% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$26,891|$603|—|$11,500|—|

| 2023|$23,046|$88|—|$10,500|—|

| 2022|$22,773|$45|—|—|$20,137|

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