How big is Herbach Agency Inc.'s plan?

Herbach Agency Inc.'s plan reported $694K in assets and 3 participants for 2024.

Original filing (PDF)20250723090610NAL0003203025001

Herbach Agency Inc.

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

Form 5500-SF

FILING_RECEIVED

Herbach Agency Inc. 401(k) Plan

401(k) retirement plan · Herbach Agency Inc.'s Herbach Agency Inc. 401(k) Plan held $694K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$694K

Net assets (EOY)

$694K

Plan identifiers

Herbach Agency Inc.'s EIN is 65-1024419.

EIN 65-1024419

Plan number 001

Plan year 2024

ACK ID 20250723090610NAL0003203025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Herbach Agency Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HERBACH AGENCY INC.

EIN

all filings

Address

4209 SW HIGH MEADOW AVENUE · PALM CITY, FL · 34990

Phone

(772) 220-3399

Industry

Real Estate

Plan administrator