How big is Kimberly Carpenter Herring LLC's plan?

Kimberly Carpenter Herring LLC's plan reported $52K in assets and 3 participants for 2024.

Original filing (PDF)20250718102246NAL0001520321001

Kimberly Carpenter Herring LLC

Name: Kimberly Carpenter Herring LLC — Kimberly Carpenter, Form 5500 (2024)
Creator: Kimberly Carpenter Herring LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly Carpenter Herring LLC 401(k) Plan

401(k) retirement plan · Kimberly Carpenter Herring LLC's Kimberly Carpenter Herring LLC 401(k) Plan held $52K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Marcus Bowie signed Kimberly Carpenter Herring LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Kimberly Carpenter Herring LLC's EIN is 45-2503846.

EIN 45-2503846

Plan number 001

Plan year 2024

ACK ID 20250718102246NAL0001520321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberly Carpenter Herring LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberly Carpenter Herring LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

KIMBERLY CARPENTER HERRING LLC

EIN

all filings

Address

871 SW STATE RD. 47 · LAKE CITY, FL · 32025

Phone

(386) 961-9616

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator