How big is Herrman & Herrman.'s plan?

Herrman & Herrman.'s plan reported $2.0M in assets and 173 participants for 2024.

Original filing (PDF)20250902123031NAL0008750019001

Herrman & Herrman.

Name: Herrman & Herrman. — Herrman & Herrman.401(k) Plan, Form 5500 (2024)
Creator: Herrman & Herrman.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herrman & Herrman.401(k) Plan

401(k) retirement plan · Herrman & Herrman.'s Herrman & Herrman.401(k) Plan held $2.0M in plan assets for 173 participants in 2024.

Signals · 1

No auditor on file

Active participants

173

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Mary Pizana signed Herrman & Herrman.'s 2024 Form 5500 as plan administrator.

Mary Pizana — 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

Herrman & Herrman.'s EIN is 27-2278493.

EIN 27-2278493

Plan number 001

Plan year 2024

ACK ID 20250902123031NAL0008750019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Herrman & Herrman.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score