Original filing (PDF)20260518105514NAL0000013664001

Hershenberg & Stone-Walsh Insurance Services, LLC

Name: Hershenberg & Stone-Walsh Insurance Services, LLC — Form 5500 Plan 001 (2025)
Creator: Hershenberg & Stone-Walsh Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hershenberg & Stone-Walsh Insurance Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Hershenberg & Stone-Walsh Insurance Services, LLC's Hershenberg & Stone-Walsh Insurance Services, LLC 401(k) Profit Sharing Plan held $479K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

Plan identifiers

Hershenberg & Stone-Walsh Insurance Services, LLC's EIN is 47-1626014.

EIN 47-1626014

Plan number 001

Plan year 2025

ACK ID 20260518105514NAL0000013664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hershenberg & Stone-Walsh Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hershenberg & Stone-Walsh Insurance Services, LLC'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 HERSHENBERG & STONE-WALSH INSURANCE SERVICES, LLC.

Finding similar companies…

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