Lauren Herring signed The Herring Impact Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Herring Impact Group, LLC's EIN is 26-0392325.
Download the official 2024 Form 5500 (PDF) for The Herring Impact Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Herring Impact Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $25K | — |
| CHARLES SCHWAB & CO., INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $9.5M | 99.8% | |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $2.2M | 23.1% | |
| RETIREMENT ADVOCATE MOD AGGRESSIVE TD AMERITRADE TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | — | — | $1.7M | 17.9% | |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $1.3M | 13.7% | |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | — | — | $545K | 5.7% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $534K | 5.6% | |
| RETIREMENT ADVOCATE CONSERVATIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 218 | Common Collective Trust | — | — | $130K | 1.4% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $115K | 1.2% |
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
