Original filing (PDF)20231002085656NAL0011279667001

Herspiegel Consulting, LLC

Name: Herspiegel Consulting, LLC — Herspiegel Consulting, Form 5500 (2022)
Creator: Herspiegel Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herspiegel Consulting, LLC Cash Balance Plan

Defined-benefit pension plan · Herspiegel Consulting, LLC's Herspiegel Consulting, LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Herspiegel Consulting, LLC's EIN is 26-1637241.

EIN 26-1637241

Plan number 002

Plan year 2022

ACK ID 20231002085656NAL0011279667001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Herspiegel Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Herspiegel Consulting, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERSPIEGEL CONSULTING, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HERSPIEGEL CONSULTING, LLC

EIN

all filings

Address

1040 STONY HILL ROAD · SUITE 125 · YARDLEY, PA · 19067

Phone

(609) 977-4797

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-02

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

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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