# The Hertz Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-hertz-corporation-401k-plan

> The Hertz Corporation's 401(k) plan: 16,924 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Hertz Corporation

- **Sponsor EIN:** 131938568

- **Sponsor Address:** 8501 WILLIAMS ROAD, ESTERO, FL, 33928

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

- **Total Participants:** 16,924

- **Total Assets:** $637.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|16,924|$637.8M|$17.3M|$33.4M|

| 2023|12,311|$575.1M|$17.0M|$32.6M|

| 2022|11,631|$485.7M|$15.2M|$28.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$409,168|—|$409,168|

| STRATEGIC ADVISORS, INC.|ADVISOR|$188,218|—|$188,218|

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

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $597,386

- **Estimated Expense Ratio:** 0.094% 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|$597,386|$188,218|$900|—|—|

| 2023|$524,710|$134,197|$2,100|—|—|

| 2022|$376,515|$89,993|—|—|—|

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