How big is Daniel N. Hertzberg, P.A.'s plan?

Daniel N. Hertzberg, P.A.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20251001095547NAL0005859667001

Daniel N. Hertzberg, P.A.

Name: Daniel N. Hertzberg, P.A. — Daniel N. Hertzberg, Form 5500 (2024)
Creator: Daniel N. Hertzberg, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel N. Hertzberg, P.A. Retirement Plan and Trust

401(k) retirement plan · Daniel N. Hertzberg, P.A.'s Daniel N. Hertzberg, P.A. Retirement Plan and Trust held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Daniel N. Hertzberg, P.A.'s EIN is 27-1621332.

EIN 27-1621332

Plan number 001

Plan year 2024

ACK ID 20251001095547NAL0005859667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel N. Hertzberg, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel N. Hertzberg, P.A.'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 DANIEL N. HERTZBERG, P.A..

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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

Knocking points off