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Original filing (PDF)20250820071349NAL0005125712001
HERTZ ASSOCIATES LTD.
Form 5500
FILING_RECEIVED
HERTZ ASSOCIATES LTD. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
190
Accounts w/ balance
240
Plan assets (EOY)
$62.4M
Net assets (EOY)
$62.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERTZ ASSOCIATES LTD..
Plan sponsor
Name
HERTZ ASSOCIATES LTD.
EIN
42-0867198
Address
415 S 11TH STREET · NEVADA, IA · 50201
Phone
(515) 382-7903
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DENMAN CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DENMAN CPA LLP | — | WEST DES MOINES, IA | NONE | $12K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $11K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $4K | — |
Investments
1 pooled fund· $437K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $381K | $437K | 0.7% |