How big is EBMS, Inc. DBA Hermes Wealth Strategies' plan?

EBMS, Inc. DBA Hermes Wealth Strategies' plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250923175322NAL0006719393001

EBMS, Inc. DBA Hermes Wealth Strategies

Name: EBMS, Inc. DBA Hermes Wealth Strategies — Form 5500 Plan 001 (2024)
Creator: EBMS, Inc. DBA Hermes Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EBMS, Inc. DBA Hermes Wealth Strategies 401(k) Plan

401(k) retirement plan · EBMS, Inc. DBA Hermes Wealth Strategies' EBMS, Inc. DBA Hermes Wealth Strategies 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeremy Commeret signed EBMS, Inc. DBA Hermes Wealth Strategies' 2024 Form 5500 as plan administrator.

Jeremy Commeret — 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

EBMS, Inc. DBA Hermes Wealth Strategies' EIN is 27-3354125.

EIN 27-3354125

Plan number 001

Plan year 2024

ACK ID 20250923175322NAL0006719393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EBMS, Inc. DBA Hermes Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EBMS, Inc. DBA Hermes Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EBMS, INC. DBA HERMES WEALTH STRATEGIES.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EBMS, INC. DBA HERMES WEALTH STRATEGIES

EIN

all filings

Address

2416 W MAIN STREET · VISALIA, CA · 93291

Phone

(559) 738-8600

Industry

Finance & Insurance

Plan administrator