How big is HERR Capital Management LLC's plan?

HERR Capital Management LLC's plan reported $273K in assets and 2 participants for 2024.

Original filing (PDF)20250923110151NAL0007214464001

HERR Capital Management LLC

Name: HERR Capital Management LLC — HERR Capital, Form 5500 (2024)
Creator: HERR Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HERR Capital Management LLC 401(k) Plan

401(k) retirement plan · HERR Capital Management LLC's HERR Capital Management LLC 401(k) Plan held $273K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Terrence HERR signed HERR Capital Management LLC's 2024 Form 5500 as plan administrator.

Terrence HERR — 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

HERR Capital Management LLC's EIN is 36-4346903.

EIN 36-4346903

Plan number 001

Plan year 2024

ACK ID 20250923110151NAL0007214464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HERR Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HERR Capital Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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