Herbert Financial Group (EIN 87-2096234) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $388K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Herbert Financial Group Cash Balance Plan | 001 | 4 | $360K |
| Herbert Financial Group 401(k) Plan | 002 | 4 | $28K |
87-2096234 is the Employer Identification Number (EIN) Herbert Financial Group reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
