Original filing (PDF)20260223170445NAL0002604226001

JAMES R. HERBST II, DDS, PC

Name: JAMES R. HERBST II, DDS, PC — JAMES R. HERBST II, DDS, PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES R. HERBST II, DDS, PC

Form 5500-SF

FILING_RECEIVED

JAMES R. HERBST II, DDS, PC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES R. HERBST II, DDS, PC

EIN

76-0610441all filings

Address

2401 FOUNTAINVIEW · #106 · HOUSTON, TX · 77057

Phone

(713) 266-2265

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