Original filing (PDF)20241204111144NAL0004236929001

EFG Hermes USA

Name: EFG Hermes USA — EFG Hermes, Form 5500 (2023)
Creator: EFG Hermes USA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EFG Hermes

401(k) retirement plan · EFG Hermes USA's EFG Hermes filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

ROBA Kaied signed EFG Hermes USA's 2023 Form 5500 as plan administrator.

ROBA Kaied — 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

EFG Hermes USA's EIN is 81-3209503.

EIN 81-3209503

Plan number 001

Plan year 2023

ACK ID 20241204111144NAL0004236929001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EFG Hermes USA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EFG Hermes USA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EFG HERMES USA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score