Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EBMS, INC. DBA HERMES WEALTH STRATEGIES
EIN 27-3354125investment bankingLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EBMS, INC. DBA HERMES WEALTH STRATEGIES CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EBMS, INC. DBA HERMES WEALTH STRATEGIES 401(K) PLAN
401k
Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EBMS, INC. DBA HERMES WEALTH STRATEGIES CASH BALANCE PLAN | CashBalance | $3.2M | 7 | 2025 | |
| 001 | EBMS, INC. DBA HERMES WEALTH STRATEGIES 401(K) PLAN | 401k | $2.7M | 10 | 2025 |
Retirement plans