Hertz Investment Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Hertz Investment Group, Inc. 401(k) Plan Facts

Plan name
HERTZ INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND T
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HERTZ INVESTMENT GROUP, INC.
Participants
322 (118 active employees)
Former employees with a balance
140
Plan assets
$13,940,012 at Dec 31, 2024
Average account balance
$57,131 across 244 accounts
Employer contributions
$230,962 in plan year 2024 (22% of all contributions)
Recordkeeper
Fhh Los Angeles Llp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.03 million went into the plan in contributions, $230,962 of it from the employer (22%).
  • $3.74 million was paid out to participants.
  • Investment and other income added $1.77 million.
  • Administrative expenses were $38,955, about $160 per account.

How the Hertz Investment Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019399$13.7 million$444,369$738,800
2020408$17.1 million$467,469$1.00 million
2021402$16.9 million$412,597$3.85 million
2022393$14.2 million$360,691$1.35 million
2023338$14.9 million$362,656$2.62 million
2024322$13.9 million$230,962$3.74 million

Hertz Investment Group, Inc. 401(k) Contact Information

Phone
310-584-8025
Mailing address
15303 VENTURA BLVD SUITE 800, SHERMAN OAKS CA 91403
Plan sponsor
HERTZ INVESTMENT GROUP, INC.
Employer identification number (EIN)
95-4627972
Plan number
001

Questions about the Hertz Investment Group, Inc. 401(k)

Does Hertz Investment Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $230,962, 22% of all contributions.

Does the Hertz Investment Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Hertz Investment Group, Inc 401(k) plan?

322 participants at the start of plan year 2024, 118 of them active employees, and 140 former employees who still had money in the plan.

What is the average 401(k) balance at Hertz Investment Group, Inc?

About $57,131 per account: $13.9 million in plan assets across 244 accounts with a balance at the end of plan year 2024.

Who manages the Hertz Investment Group, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as FHH LOS ANGELES LLP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hertz Investment Group, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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