Original filing (PDF)20250609074249NAL0023258176001

HERSHBERG & HERSHBERG CONSULTANT

Name: HERSHBERG & HERSHBERG CONSULTANT — HERSHBERG & HERSHBERG CONSULT 401K PROFIT SHARING PLA, Form 5500 (2024)
Creator: HERSHBERG & HERSHBERG CONSULTANT

Form 5500-SF

FILING_RECEIVED

HERSHBERG & HERSHBERG CONSULT 401K PROFIT SHARING PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERSHBERG & HERSHBERG CONSULTANT.

Plan sponsor

Name

HERSHBERG & HERSHBERG CONSULTANT

EIN

14-1687527

Address

18 LOCUST ST · ALBANY, NY · 12203

Phone

(518) 459-3096

Industry

Engineering Services· Professional & Technical Servicessee all

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

HARLEY A. TUCKER, INC.

HARLEY A.TUCKER, INC. PROFIT SHARING PLAN

$1.8M · 2 participants

INFRARED TOOLS LLC

IR.TOOLS 401(K) PLAN

$1.8M · 5 participants

VVH CONSULTING ENGINEERS

VVH CONSULTING ENGINEERS 401(K) PLAN

$1.8M · 18 participants

BALAR ASSOCIATES, INC.

BALAR ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 12 participants

GOODBEE & ASSOCIATES, INC

GOODBEE & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN & TRUST