How big is Herrick Co's plan?

Herrick Co's plan reported $2K in assets and 26 participants for 2024.

Original filing (PDF)20251229132811NAL0009763731001

Herrick Co

Name: Herrick Co — Herrick Co CBS Benefit Plan, Form 5500 (2024)
Creator: Herrick Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herrick Co CBS Benefit Plan

Health & welfare plan · Herrick Co's Herrick Co CBS Benefit Plan held $2K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$601

People on this filing

Joseph HSU signed Herrick Co's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Herrick Co's EIN is 61-1296034.

EIN 61-1296034

Plan number 501

Plan year 2024

ACK ID 20251229132811NAL0009763731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herrick Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herrick Co's plan includes health coverage.

Decision-maker contacts

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

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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.

Plan sponsor

Name

HERRICK CO

EIN

all filings

Address

780 ENTERPRISE DR · LEXINGTON, KY · 40510

Phone

(502) 839-3484

Industry

Construction

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

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