How big is Herrick Foundation's plan?

Herrick Foundation's plan reported $23K in assets and 4 participants for 2024.

Original filing (PDF)20250718145551NAL0003239554001

Herrick Foundation

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

Form 5500-SF

FILING_RECEIVED

Herrick Foundation 401(k) Plan

401(k) retirement plan · Herrick Foundation's Herrick Foundation 401(k) Plan held $23K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

TARA Evans, for TAG Resources signed Herrick Foundation's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Herrick Foundation's EIN is 38-6041517.

EIN 38-6041517

Plan number 001

Plan year 2024

ACK ID 20250718145551NAL0003239554001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Herrick Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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