Original filing (PDF)20250530061434NAL0007854945001

HERBSTREITH & FOX INC

Name: HERBSTREITH & FOX INC — HERBSTREITH & FOX INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HERBSTREITH & FOX INC

Form 5500-SF

FILING_RECEIVED

HERBSTREITH & FOX INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

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 (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

HERBSTREITH & FOX INC

EIN

37-1464167

Address

570 TAXTER RD STE 155 · ELMSFORD, NY · 105232311

Phone

(914) 345-9501

Industry