Original filing (PDF)20250925043058NAL0008169937001

HERVY & BETHARD, INC.

Name: HERVY & BETHARD, INC. — LOUIS MORGAN DRUG #1 401(K) P/S PLAN, Form 5500 (2024)
Creator: HERVY & BETHARD, INC.

Form 5500-SF

FILING_RECEIVED

LOUIS MORGAN DRUG #1 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERVY & BETHARD, INC..

Plan sponsor

Name

HERVY & BETHARD, INC.

DBA

LOUIS MORGAN DRUG

EIN

75-1372964

Address

1900 S HIGH ST · LONGVIEW, TX · 75602

Phone

(903) 918-9359

Industry

Retail Tradesee all

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

EAGLE GROVE PHARMACY, INC.

EAGLE GROVE PHARMACY, INC. 401(K) PLAN

$1.6M · 13 participants

STEVEN G. CHARLES

STEVEN G. CHARLES PROFIT SHARING 401(K) PLAN

$1.6M · 5 participants

SUMMERS PHARMACY INC.

SUMMERS PHARMACY INC CASH BALANCE PLAN

$1.6M · 75 participants

ATLAS PHARMACY, LLC

ATLAS PHARMACY, LLC CASH BALANCE PLAN

$1.6M · 7 participants

THIES-LOMBARD PHARMACY, INC.

THIES-LOMBARD PHARMACY 401(K) PLAN

$1.6M · 47 participants