How big is Herfco Inc.'s plan?

Herfco Inc.'s plan reported $741K in assets and 11 participants for 2024.

Original filing (PDF)20250630181704NAL0016861232001

Herfco Inc.

Name: Herfco Inc. — Herfco Inc. 401(k) Plan, Form 5500 (2024)
Creator: Herfco Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herfco Inc. 401(k) Plan

401(k) retirement plan · Herfco Inc.'s Herfco Inc. 401(k) Plan held $741K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

People on this filing

Shirley Horner signed Herfco Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Herfco Inc.'s EIN is 04-2654218.

EIN 04-2654218

Plan number 001

Plan year 2024

ACK ID 20250630181704NAL0016861232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Herfco Inc.'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.

Plan sponsor

Name

HERFCO INC

EIN

all filings

Address

9 GREAT ROAD · SHIRLEY, MA · 01464

Phone

(978) 772-4758

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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