How big is Hermsen Wealth Management, LLC's plan?

Hermsen Wealth Management, LLC's plan reported $269K in assets and 3 participants for 2024.

Original filing (PDF)20250610102808NAL0043556034001

Hermsen Wealth Management, LLC

Name: Hermsen Wealth Management, LLC — Hermsen Wealth, Form 5500 (2024)
Creator: Hermsen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hermsen Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Hermsen Wealth Management, LLC's Hermsen Wealth Management, LLC 401(k) Plan held $269K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

Plan identifiers

Hermsen Wealth Management, LLC's EIN is 82-3843277.

EIN 82-3843277

Plan number 001

Plan year 2024

ACK ID 20250610102808NAL0043556034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hermsen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hermsen Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERMSEN WEALTH MANAGEMENT, LLC.

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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