Original filing (PDF)20251009104124NAL0015811282001

STACIE M HERRERA PSYD PLLC

Name: STACIE M HERRERA PSYD PLLC — STACIE M HERRERA PSYD PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STACIE M HERRERA PSYD PLLC

Form 5500-SF

FILING_RECEIVED

STACIE M HERRERA PSYD PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STACIE M HERRERA PSYD PLLC.

Plan sponsor

Name

STACIE M HERRERA PSYD PLLC

EIN

81-2792577

Address

8830 S TAMIAMI TRL STE 100 · SARASOTA, FL · 342383130

Phone

(941) 223-8548

Industry