How big is Penn HERB Co., Ltd.'s plan?

Penn HERB Co., Ltd.'s plan reported $2.8M in assets and 29 participants for 2025.

Original filing (PDF)20260518080037NAL0013913280001

Penn HERB Co., Ltd.

Name: Penn HERB Co., Ltd. — Penn HERB Co Ltd. 401(k), Form 5500 (2025)
Creator: Penn HERB Co., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penn HERB Co Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Penn HERB Co., Ltd.'s Penn HERB Co Ltd. 401(k) Profit Sharing Plan held $2.8M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

William BETZ Jr. signed Penn HERB Co., Ltd.'s 2025 Form 5500 as plan administrator.

William BETZ Jr. — 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

Penn HERB Co., Ltd.'s EIN is 23-1744015.

EIN 23-1744015

Plan number 001

Plan year 2025

ACK ID 20260518080037NAL0013913280001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Penn HERB Co., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Penn HERB Co., Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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