How big is Herren Associates, Inc.'s plan?

Herren Associates, Inc.'s plan reported $22.2M in assets and 147 participants for 2024.

Original filing (PDF)20251009151307NAL0003693459001

Herren Associates, Inc.

Name: Herren Associates, Inc. — Herren Associates 401(k), Form 5500 (2024)
Creator: Herren Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Herren Associates 401(k) Plan

401(k) retirement plan · Herren Associates, Inc.'s Herren Associates 401(k) Plan held $22.2M in plan assets for 147 participants in 2024, with Voya as recordkeeper.

Signals · 2

Late participant contributions27% in single holding

Active participants

147

Accounts w/ balance

213

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.2M

People on this filing

ALAN Crews signed Herren Associates, Inc.'s 2024 Form 5500 as plan administrator.

ALAN Crews — 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

Herren Associates, Inc.'s EIN is 54-1503272.

EIN 54-1503272

Plan number 001

Plan year 2024

ACK ID 20251009151307NAL0003693459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herren Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herren Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 155K (9% of contributions).

Plan sponsor

Name

HERREN ASSOCIATES, INC.

EIN

all filings

Address

1220 12TH STREET SE SUITE 310 · WASHINGTON, DC · 20003

Phone

(202) 609-7268

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT BENEFIT SOLUTIONS, LLC	54-1953648	—	TPA	$0	—

Investments

32 direct securities · 1 pooled fund· $44.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$22.0M

1 holding

Pooled Separate Accounts

$22.0M

29 holdings

Other securities

$197K

2 holdings

Cash / Money Market

$6K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA FINANCIAL · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$22.0M	99.1%
Vangrd 500 Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$6.0M	27.2%
JPMorgan LgCp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.2M	10.1%
Hartfd Core Equity Fd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.0M	9.1%
Vangrd Tot Int Stk In F Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	7.3%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	6.4%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$995K	4.5%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$822K	3.7%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$766K	3.5%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$717K	3.2%
Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$708K	3.2%
iShares US Agg Bond In Fd K Pooled Separate Account	Pooled Separate Accounts	—	—	$613K	2.8%
Vangrd Balanced Index Fnd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$581K	2.6%
Vangrd Em Mkts Stk Ind Fd Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$525K	2.4%
American Funds Cap Wld G&I R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$461K	2.1%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$378K	1.7%
Vangrd Hgh Div Yld Indx F Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$362K	1.6%
Carillon Eagle Mid Cap Grw R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$352K	1.6%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$285K	1.3%
DFA Real Estate Secs Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$186K	0.8%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$184K	0.8%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	0.8%
Voya Fixed Account A Fully Benefit-Responsive Investment Contract	Other securities	—	—	$171K	0.8%
BlkRck High Yield Bnd Port K Pooled Separate Account	Pooled Separate Accounts	—	—	$159K	0.7%
MFS Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$129K	0.6%
PIMCO Real Return Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$76K	0.3%
AmCen Mid Cap Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$73K	0.3%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$57K	0.3%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$53K	0.2%
Fully Benefit-Responsive Investment Contracts * Voya Fixed Account Fully Benefit-Responsive Investment Contract	Other securities	—	—	$27K	0.1%
Vangrd Trgt Retire 2070 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Interest-Bearing Cash * Voya Gv Mny Mkt F A (Hld Acct) Interest-bearing cash	Cash / Money Market	—	—	$6K	<0.1%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%