Plan Snapshot
- Plan Sponsor: The Hertz Corporation
- Sponsor EIN: 131938568
- Sponsor Address: 8501 WILLIAMS ROAD, ESTERO, FL, 33928
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 0
- Total Assets: $329.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $329.6M | $9.1M | $0 |
| 2023 | 0 | $346.2M | $0 | $0 |
| 2022 | 0 | $341.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| TELUS HEALTH | Other Service Provider | $1,301,289 | — | $1,301,289 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $389,330 | — | $389,330 |
| MERCER | Investment Advisor | $200,572 | — | $200,572 |
| JP MORGAN CHASE & CO. | Recordkeeper | $89,470 | $27,178 | $116,648 |
| PRUDENTIAL | Recordkeeper | $49,335 | — | $49,335 |
| VOYA | Other Service Provider | $40,302 | — | $40,302 |
| BLACKROCK | Other Service Provider | $5,514 | — | $5,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- MERCER — Investment Advisor
- JP MORGAN CHASE & CO. — Recordkeeper
- PRUDENTIAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,102,990
- Estimated Expense Ratio: 0.638% 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 | $4,864,096 | $485,580 | $1,301,289 | — | — |
| 2023 | $6,091,076 | $545,822 | $1,406,548 | — | — |
| 2022 | $3,887,746 | $900,866 | — | — | $1,299,006 |