Original filing (PDF)20250327091640NAL0017292721001

HERK EXCAVATING INC

Name: HERK EXCAVATING INC — HERK EXCAVATING INC CHAMBER BENEFIT ARRANGEMENT PLAN, Form 5500 (2024)
Creator: HERK EXCAVATING INC

Form 5500-SF

FILING_RECEIVED

HERK EXCAVATING INC CHAMBER BENEFIT ARRANGEMENT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$195

Net assets (EOY)

$44

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

HERK EXCAVATING INC

EIN

34-1185530all filings

Address

1955 LIBERTY AVE · VERMILION, OH · 44089

Phone

(440) 967-7732

Industry

Constructionsee all

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Construction plans

MEL'S BUILDERS

MEL'S BUILDERS 401(K) PLAN

$200 · 4 participants

CASE EXCAVATING LLC

CASE EXCAVATING LLC MCF BENEFIT PLAN

$218 · 3 participants

TA VENTURES LLC

TA VENTURES LLC 401(K) PROFIT SHARING PLAN & TRUST

$171 · 1 participants

BULLETPROOF ROOFING LLC

BULLETPROOF ROOFING LLC 401(K) PLAN

$222 · 2 participants

1992 ELM RD LLC VALLEYVIEW

1992 ELM RD LLC VALLEYVIEW SOCA BENEFIT PLAN

$223 · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.