Sterling Herbst signed Houff Transfer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houff Transfer, Inc.'s EIN is 54-0486013.
Download the official 2024 Form 5500 (PDF) for Houff Transfer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houff Transfer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORRIS & WELLS WEALTH MANAGEMENT | 45-4627181 | — | NONE | $41K | — |
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | NONE | $35K | — |
| ELMORE, HUPP & COMPANY, PLC | 54-1440048 | — | NONE | $13K | — |
| ACTUARIAL BENEFITS & DESIGN COMPANY | 54-1521351 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.9M | 68.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.8M | 15.0% | |
| [Assets held in common stock] | Other | — | — | $2.6M | 13.6% |
