· 2022–2024 · DOL EFAST2

Bob Herbert & Associates, Inc. — Bob Herbert &, Form 5500 (2024)

Original filing (PDF)20251015161502NAL0002735091001

Bob Herbert & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

Bob Herbert & Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Bob Herbert & Associates, Inc.'s Bob Herbert & Associates, Inc. 401(k) Profit Sharing Plan held $4.2M in plan assets for 16 participants in 2024.

Active participants

16

Accounts w/ balance

0

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

Above-average plan

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

1

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOB HERBERT & ASSOCIATES, INC..

Plan sponsor

Name

BOB HERBERT & ASSOCIATES, INC.

EIN

74-2115342all filings

Address

2213 ALDINE BENDER ROAD · HOUSTON, TX · 77032

Phone

(281) 449-1010

Industry

Wholesale Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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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