How big is Hertz Herson CPA LLP's plan?

Hertz Herson CPA LLP's plan reported $12.5M in assets and 44 participants for 2024.

Original filing (PDF)20250611191553NAL0014186483001

Hertz Herson CPA LLP

Name: Hertz Herson CPA LLP — Hertz Herson Retirement, Form 5500 (2024)
Creator: Hertz Herson CPA LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hertz Herson Retirement Savings Plan

401(k) retirement plan · Hertz Herson CPA LLP's Hertz Herson Retirement Savings Plan held $12.5M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Brian Gloznek signed Hertz Herson CPA LLP's 2024 Form 5500 as plan administrator.

Brian Gloznek — 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

Hertz Herson CPA LLP's EIN is 81-2276003.

EIN 81-2276003

Plan number 001

Plan year 2024

ACK ID 20250611191553NAL0014186483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hertz Herson CPA LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hertz Herson CPA LLP'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 HERTZ HERSON CPA LLP.

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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 (87th percentile).

Plan sponsor

Name

HERTZ HERSON CPA LLP

EIN

all filings

Address

575 LEXINGTON AVENUE, 34TH FL · NEW YORK, NY · 10022

Phone

(212) 686-7160

Industry

CPA Offices· Professional & Technical Services

Plan administrator