How big is James R. Herbst II, DDS, PC's plan?

James R. Herbst II, DDS, PC's plan reported $422K in assets and 2 participants for 2024.

Original filing (PDF)20260223170445NAL0002604226001

James R. Herbst II, DDS, PC

Name: James R. Herbst II, DDS, PC — James R. Herbst II, Form 5500 (2024)
Creator: James R. Herbst II, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Herbst II, DDS, PC Profit Sharing Plan

401(k) retirement plan · James R. Herbst II, DDS, PC's James R. Herbst II, DDS, PC Profit Sharing Plan held $422K in plan assets for 2 participants in 2024.

Signals · 1

Late filing · 3.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

James R Herbst signed James R. Herbst II, DDS, PC's 2024 Form 5500 as plan administrator.

James R Herbst — 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

James R. Herbst II, DDS, PC's EIN is 76-0610441.

EIN 76-0610441

Plan number 001

Plan year 2024

ACK ID 20260223170445NAL0002604226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R. Herbst II, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Herbst II, DDS, 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 JAMES R. HERBST II, DDS, 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

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).

Plan sponsor

Name

JAMES R. HERBST II, DDS, PC

EIN

all filings

Address

2401 FOUNTAINVIEW · #106 · HOUSTON, TX · 77057

Phone

(713) 266-2265

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator