HERZOG INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
21
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
81
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 (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERZOG INSURANCE AGENCY, INC..
Plan sponsor
Name
HERZOG INSURANCE AGENCY, INC.
EIN
46-4233537
Address
235 MAIN STREET · PLEASANTON, CA · 94566
Phone
(925) 734-0530
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
