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MARC E HERMANN — MARC E HERMANN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250818170256NAL0002509856001
MARC E HERMANN
Form 5500-SF
FILING_RECEIVED
MARC E HERMANN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
1
Plan assets (EOY)
$13K
Net assets (EOY)
$13K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARC E HERMANN
.
Find decision makers
Plan sponsor
Name
MARC E HERMANN
EIN
77-0301387
Address
2945 W 5TH ST · OXNARD, CA · 930306486
Phone
(805) 985-0220
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
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NEWKIRK SANTA FE SERVICE 401(K) PROFIT SHARING PLAN & TRUST
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NEXT LEVEL HEATING & AIR CONDI
NEXT LEVEL HEATING & AIR CONDI 401(K) PROFIT SHARING PLAN & TRUST
$13K · 2 participants
LAW OFFICE OF KAREN C OZYJOWSK
65
Knocking points off
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICE OF KAREN C OZYJOWSK 401(K) PROFIT SHARING PLAN & TRUST
$13K · 2 participants
FIT AVENTURA
FIT AVENTURA 401(K) PROFIT SHARING PLAN & TRUST
$13K · 7 participants
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