How big is Herrick, Ltd.'s plan?

Herrick, Ltd.'s plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20250502074028NAL0004400561001

Herrick, Ltd.

Name: Herrick, Ltd. — Herrick, Ltd. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Herrick, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herrick, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Herrick, Ltd.'s Herrick, Ltd. 401(k) Profit Sharing Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Herrick, Ltd.'s EIN is 03-0274514.

EIN 03-0274514

Plan number 002

Plan year 2024

ACK ID 20250502074028NAL0004400561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herrick, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herrick, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (97th percentile).

Plan sponsor

Name

HERRICK, LTD.

EIN

all filings

Address

302 MOUNTAIN VIEW, STE 301 · COLCHESTER, VT · 05446

Phone

(802) 864-4514

Industry

CPA Offices· Professional & Technical Services

Plan administrator