HEROLD & SAGER, ATTORNEYS AT LAW, A PROFESSIONAL LAW CORPORATION
Form 5500-SF
FILING_RECEIVED
HEROLD & SAGER, 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
44
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
Plan health score
87
/ 100
Grade A
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
56
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEROLD & SAGER, ATTORNEYS AT LAW, A PROFESSIONAL LAW CORPORATION.
Plan sponsor
Name
HEROLD & SAGER, ATTORNEYS AT LAW, A PROFESSIONAL LAW CORPORATION
EIN
48-1278984
Address
550 SECOND STREET, SUITE 200 · ENCINITAS, CA · 92024
Phone
(760) 487-1047
Industry
Law Offices· Professional & Technical Servicessee all
