# Herzog Transit Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/herzog-transit-services-inc-401k-plan-002

> Herzog Transit Services, INC.'s 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herzog Transit Services, INC.

- **Sponsor EIN:** 431649412

- **Sponsor Address:** 4801 ROCK ISLAND ROAD, IRVING, TX, 75061

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

- **Total Participants:** 360

- **Total Assets:** $14.3M

## 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|360|$14.3M|$873,477|$1.4M|

| 2023|303|$11.5M|$622,922|$1.1M|

| 2022|221|$7.1M|$494,552|$924,405|

## 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|

| T ROWE PRICE RPS INC|NONE|$24,279|—|$24,279|

| IMA WEALTH INC|NONE|$9,008|—|$9,008|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,287

- **Estimated Expense Ratio:** 0.233% 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|$33,191|—|—|—|—|

| 2023|$25,716|—|—|—|—|

| 2022|$18,893|—|—|—|$4,836|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/herzog-transit-services-inc-401k-plan-002)

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