How big is Herron & Smith, LLC's plan?

Herron & Smith, LLC's plan reported $820K in assets and 7 participants for 2024.

Original filing (PDF)20250901115013NAL0008023203001

Herron & Smith, LLC

Name: Herron & Smith, LLC — Herron & Smith, LLC 401(k), Form 5500 (2024)
Creator: Herron & Smith, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herron & Smith, LLC 401(k) Plan

401(k) retirement plan · Herron & Smith, LLC's Herron & Smith, LLC 401(k) Plan held $820K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

Tamme Dustin signed Herron & Smith, LLC's 2024 Form 5500 as plan administrator.

Tamme Dustin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Herron & Smith, LLC's EIN is 02-0381521.

EIN 02-0381521

Plan number 001

Plan year 2024

ACK ID 20250901115013NAL0008023203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herron & Smith, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herron & Smith, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERRON & SMITH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

HERRON & SMITH, LLC

EIN

all filings

Address

8 INDUSTRIAL PARK DRIVE, UNIT 20 · HOOKSETT, NH · 03106

Phone

(603) 627-8500

Industry

Wholesale Trade

Plan administrator