How big is Anne Y. Herzenberg's plan?

Anne Y. Herzenberg's plan reported $962K in assets and 1 participants for 2024.

Original filing (PDF)20250730141359NAL0004862817001

Anne Y. Herzenberg

Name: Anne Y. Herzenberg — Anne Herzenberg Self Employed, Form 5500 (2024)
Creator: Anne Y. Herzenberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anne Herzenberg Self Employed 401kplan

401(k) retirement plan · Anne Y. Herzenberg's Anne Herzenberg Self Employed 401kplan held $962K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

People on this filing

Anne Herzenberg signed Anne Y. Herzenberg's 2024 Form 5500 as plan administrator.

Anne Herzenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anne Y. Herzenberg's EIN is 20-5522466.

EIN 20-5522466

Plan number 001

Plan year 2024

ACK ID 20250730141359NAL0004862817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anne Y. Herzenberg from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anne Y. Herzenberg's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNE Y. HERZENBERG.

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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