Original filing (PDF)20241025102224NAL0000065969001

Herron Associates, Inc.

Name: Herron Associates, Inc. — Herron Associates, Form 5500 (2023)
Creator: Herron Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herron Associates Inc.401(k) Profit Sharing Plan Trust

401(k) retirement plan · Herron Associates, Inc.'s Herron Associates Inc.401(k) Profit Sharing Plan Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 47.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

SUE McAdams signed Herron Associates, Inc.'s 2023 Form 5500 as plan administrator.

SUE McAdams — 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

Herron Associates, Inc.'s EIN is 35-1267401.

EIN 35-1267401

Plan number 001

Plan year 2023

ACK ID 20241025102224NAL0000065969001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Herron Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Herron Associates, Inc.'s plan includes profit-sharing, a default investment (QDIA), 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 HERRON ASSOCIATES, INC..

Finding similar companies…

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off