How big is IRA Hermann, SOLE Proprietor's plan?

IRA Hermann, SOLE Proprietor's plan reported $1.8M in assets and 4 participants for 2023.

Original filing (PDF)20241009183231NAL0038688242001

IRA Hermann, SOLE Proprietor

Name: IRA Hermann, SOLE Proprietor — IRA Hermann, SOLE, Form 5500 (2023)
Creator: IRA Hermann, SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IRA Hermann, SOLE Proprietor 401(k) Profit Sharing Plan

401(k) retirement plan · IRA Hermann, SOLE Proprietor's IRA Hermann, SOLE Proprietor 401(k) Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

IRA Hermann, SOLE Proprietor's EIN is 33-0086372.

EIN 33-0086372

Plan number 002

Plan year 2023

ACK ID 20241009183231NAL0038688242001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for IRA Hermann, SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

IRA Hermann, SOLE Proprietor's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

IRA HERMANN, SOLE PROPRIETOR

EIN

all filings

Address

4695 MACARTHUR COURT, SUITE 1000 · NEWPORT BEACH, CA · 92660

Phone

(949) 225-9383

Industry

Finance & Insurance

Plan administrator