How big is Hertz, Cherson & Rosenthal, P.C.'s plan?

Hertz, Cherson & Rosenthal, P.C.'s plan reported $9.2M in assets and 27 participants for 2024.

Original filing (PDF)20251015175237NAL0010606370001

Hertz, Cherson & Rosenthal, P.C.

Name: Hertz, Cherson & Rosenthal, P.C. — Hertz, Cherson &, Form 5500 (2024)
Creator: Hertz, Cherson & Rosenthal, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hertz, Cherson & Rosenthal, P.C. Profit Sharing/401(k) Savings Plan

401(k) retirement plan · Hertz, Cherson & Rosenthal, P.C.'s Hertz, Cherson & Rosenthal, P.C. Profit Sharing/401(k) Savings Plan held $9.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan identifiers

Hertz, Cherson & Rosenthal, P.C.'s EIN is 11-3138051.

EIN 11-3138051

Plan number 004

Plan year 2024

ACK ID 20251015175237NAL0010606370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hertz, Cherson & Rosenthal, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hertz, Cherson & Rosenthal, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERTZ, CHERSON & ROSENTHAL, P.C..

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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