How big is James M. HERB's plan?

James M. HERB's plan reported $1.7M in assets and 5 participants for 2025.

Original filing (PDF)20260316075434NAL0000986481001

James M. HERB

Name: James M. HERB — James M. HERB 401(k) Profit Sharing, Form 5500 (2025)
Creator: James M. HERB
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. HERB 401(k) Profit Sharing Plan

401(k) retirement plan · James M. HERB's James M. HERB 401(k) Profit Sharing Plan held $1.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

James M. HERB's EIN is 20-2499318.

EIN 20-2499318

Plan number 001

Plan year 2025

ACK ID 20260316075434NAL0000986481001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James M. HERB from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James M. HERB'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 (92nd percentile).

Plan sponsor

Name

JAMES M. HERB

EIN

all filings

Address

464 PERRY HIGHWAY · PITTSBURGH, PA · 15229

Phone

(412) 931-3344

Industry

Law Offices· Professional & Technical Services

Plan administrator