How big is HDLA PC's plan?

HDLA PC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250703154338NAL0001214736004

HDLA PC

Name: HDLA PC — Hershberger Design Retirement Trust, Form 5500 (2024)
Creator: HDLA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hershberger Design Retirement Trust

401(k) retirement plan · HDLA PC's Hershberger Design Retirement Trust held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Bonny Hershberger signed HDLA PC's 2024 Form 5500 as plan administrator.

Bonny Hershberger — 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

HDLA PC's EIN is 72-1543121.

EIN 72-1543121

Plan number 001

Plan year 2024

ACK ID 20250703154338NAL0001214736004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.

Plan sponsor

Name

HDLA PC

EIN

all filings

Address

560 SOUTH GLENWOOD · POB 1648 · JACKSON, WY · 83001

Phone

(307) 739-1001

Industry

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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