How big is Herbstreith & Fox Inc.'s plan?

Herbstreith & Fox Inc.'s plan reported $343K in assets and 6 participants for 2024.

Original filing (PDF)20250530061434NAL0007854945001

Herbstreith & Fox Inc.

Name: Herbstreith & Fox Inc. — Herbstreith & Fox Inc., Form 5500 (2024)
Creator: Herbstreith & Fox Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herbstreith & Fox Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Herbstreith & Fox Inc.'s Herbstreith & Fox Inc. 401(k) Profit Sharing Plan & Trust held $343K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

People on this filing

Frank Mattes signed Herbstreith & Fox Inc.'s 2024 Form 5500 as plan administrator.

Frank Mattes — 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

Herbstreith & Fox Inc.'s EIN is 37-1464167.

EIN 37-1464167

Plan number 001

Plan year 2024

ACK ID 20250530061434NAL0007854945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herbstreith & Fox Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herbstreith & Fox Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (93rd percentile).

Plan sponsor

Name

HERBSTREITH & FOX INC

EIN

all filings

Address

570 TAXTER RD STE 155 · ELMSFORD, NY · 105232311

Phone

(914) 345-9501

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator