How big is HERB'S Place, Inc.'s plan?

HERB'S Place, Inc.'s plan reported $754K in assets and 7 participants for 2024.

Original filing (PDF)20251013113259NAL0000540707001

HERB'S Place, Inc.

Name: HERB'S Place, Inc. — HERB'S Place, Inc. 401(k) Plan, Form 5500 (2024)
Creator: HERB'S Place, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HERB'S Place, Inc. 401(k) Plan

401(k) retirement plan · HERB'S Place, Inc.'s HERB'S Place, Inc. 401(k) Plan held $754K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$754K

Net assets (EOY)

$754K

Plan identifiers

HERB'S Place, Inc.'s EIN is 77-0051255.

EIN 77-0051255

Plan number 001

Plan year 2024

ACK ID 20251013113259NAL0000540707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HERB'S Place, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HERB'S Place, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

HERB'S PLACE, INC.

EIN

all filings

Address

146 SOUTH FAIRVIEW AVENUE · GOLETA, CA · 93117

Phone

(805) 683-9495

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator