# The Hertz Corporation DB Plan
Source: https://planprovider.pro/companies/the-hertz-corporation-plan-001

> The Hertz Corporation's DB plan: 2,626 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:** DB

- **Total Participants:** 2,626

- **Total Assets:** $324.9M

## 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|2,626|$324.9M|$9.0M|$0|

| 2023|2,918|$342.0M|$0|$0|

| 2022|3,201|$337.5M|$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|NONE|$1,289,756|—|$1,289,756|

| GOLDMAN SACHS ASSET MANAGEMENT|NONE|$309,533|—|$309,533|

| MERCER|NONE|$144,530|—|$144,530|

| JP MORGAN CHASE & CO.|NONE|$109,409|$27,178|$136,587|

| PRUDENTIAL|NONE|$49,335|—|$49,335|

| VOYA|NONE|$40,302|—|$40,302|

| BLACKROCK|NONE|$5,514|—|$5,514|

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

### Verified Provider Profiles

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

- [GOLDMAN SACHS ASSET MANAGEMENT](https://planprovider.pro/provider/goldman-sachs) — NONE

- [JP MORGAN CHASE & CO.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL](https://planprovider.pro/provider/empower) — NONE

- [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:** $1,975,557

- **Estimated Expense Ratio:** 0.608% 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|$4,708,271|$309,533|$1,289,756|—|—|

| 2023|$5,821,731|$437,683|$1,210,898|—|—|

| 2022|$3,877,230|$684,269|—|—|$1,512,126|

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