Original filing (PDF)20250730141359NAL0004862817001

ANNE Y. HERZENBERG

Name: ANNE Y. HERZENBERG — ANNE HERZENBERG SELF EMPLOYED 401KPLAN, Form 5500 (2024)
Creator: ANNE Y. HERZENBERG

Form 5500-SF

FILING_RECEIVED

ANNE HERZENBERG SELF EMPLOYED 401KPLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

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 ANNE Y. HERZENBERG.

Plan sponsor

Name

ANNE Y. HERZENBERG

DBA

ANNE Y. HERZENBERG

EIN

20-5522466

Address

300 ELLIS CT · NEWARK, DE · 197113638

Phone

(508) 341-9715

Industry

Transportation & Warehousingsee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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