How big is Hertz Schram PC's plan?

Hertz Schram PC's plan reported $15.4M in assets and 41 participants for 2024.

Original filing (PDF)20250507120110NAL0024075458001

Hertz Schram PC

Name: Hertz Schram PC — Hertz Schram PC 401(k) Plan, Form 5500 (2024)
Creator: Hertz Schram PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hertz Schram PC 401(k) Plan

401(k) retirement plan · Hertz Schram PC's Hertz Schram PC 401(k) Plan held $15.4M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

Plan identifiers

Hertz Schram PC's EIN is 38-2408218.

EIN 38-2408218

Plan number 003

Plan year 2024

ACK ID 20250507120110NAL0024075458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hertz Schram PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hertz Schram PC'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 HERTZ SCHRAM PC.

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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