HERVEY & HERVEY PA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 2.6 moHigh average account balance
Active participants
8
Accounts w/ balance
5
Plan assets (EOY)
$723K
Net assets (EOY)
$723K
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
90
Total plan cost
n/a
Plan health
69
Vendor & structure
100
Knocking points off
Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERVEY & HERVEY PA.
