How big is Kyle Herman Agency, LLC's plan?

Kyle Herman Agency, LLC's plan reported $144K in assets and 6 participants for 2025.

Original filing (PDF)20260505161824NAL0001742674001

Kyle Herman Agency, LLC

Name: Kyle Herman Agency, LLC — Kyle Herman Agency, LLC, Form 5500 (2025)
Creator: Kyle Herman Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kyle Herman Agency, LLC 401(k) Plan

401(k) retirement plan · Kyle Herman Agency, LLC's Kyle Herman Agency, LLC 401(k) Plan held $144K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Kyle Herman signed Kyle Herman Agency, LLC's 2025 Form 5500 as plan administrator.

Kyle Herman — 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

Kyle Herman Agency, LLC's EIN is 47-3769047.

EIN 47-3769047

Plan number 001

Plan year 2025

ACK ID 20260505161824NAL0001742674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kyle Herman Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kyle Herman Agency, LLC'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 KYLE HERMAN AGENCY, 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