How big is Hergenroeder Financial Advisors, Inc.'s plan?

Hergenroeder Financial Advisors, Inc.'s plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250617162212NAL0000908963001

Hergenroeder Financial Advisors, Inc.

Name: Hergenroeder Financial Advisors, Inc. — Hergenroeder, Form 5500 (2024)
Creator: Hergenroeder Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hergenroeder Financial Advisors, Inc. 401(k) Plan

401(k) retirement plan · Hergenroeder Financial Advisors, Inc.'s Hergenroeder Financial Advisors, Inc. 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Hergenroeder Financial Advisors, Inc.'s EIN is 20-2111994.

EIN 20-2111994

Plan number 001

Plan year 2024

ACK ID 20250617162212NAL0000908963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hergenroeder Financial Advisors, Inc.'s plan includes profit-sharing, 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 HERGENROEDER FINANCIAL ADVISORS, INC..

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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