Original filing (PDF)20251229132811NAL0009763731001

HERRICK CO

Name: HERRICK CO — HERRICK CO CBS BENEFIT PLAN, Form 5500 (2024)
Creator: HERRICK CO

Form 5500-SF

FILING_RECEIVED

HERRICK CO CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$601

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERRICK CO.

Plan sponsor

Name

HERRICK CO

EIN

61-1296034

Address

780 ENTERPRISE DR · LEXINGTON, KY · 40510

Phone

(502) 839-3484

Industry

Constructionsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-04-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

THE K CONTRACTING, LLC

THE K CONTRACTING, LLC GHT BENEFIT PLAN

$2K · 5 participants

WP LAND COMPANY

WP LAND COMPANY SOCA BENEFIT PLAN

$2K · 13 participants

ACME BUILDERS, INC.

ACME BUILDERS, INC. 401(K) PLAN

$2K · 9 participants

KOCH & KOCH INC

KOCH & KOCH INC 401(K) PLAN

$2K

GRAVIS CONSTRUCTION LLC

GRAVIS CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.