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  2. HERZOG TRANSIT SERVICES, INC.
Sponsor portfolio

HERZOG TRANSIT SERVICES, INC.

EIN 43-1649412-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
2
$16.4M assets
Welfare
0
Participants
442
4801 ROCK ISLAND RD. - IRVING, TX 75061816-676-5672htsi.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002401k-$14.3M - 387 part#001401k-$2.1M - 55 part

Retirement portfolio analytics

2 plans aggregated / $16.4M assets / 442 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN - UNION (#002)87%
  • TRI-RAIL EMPLOYEES 401(K) (#001)13%
Total $16.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • T ROWE PRICE RPS INC87%
  • (Not disclosed)13%
Total $16.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - UNION (#002)387
  • TRI-RAIL EMPLOYEES 401(K) (#001)55
Total 442Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION

401k

Assets$14.3M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HTSI TRI-RAIL EMPLOYEES 401(K) PLAN

401k

Assets$2.1M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION401k$14.3M3872024
001HTSI TRI-RAIL EMPLOYEES 401(K) PLAN401k$2.1M552024
Retirement plans
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