How big is Herron and Smith Associates, P.L.L.C.'s plan?

Herron and Smith Associates, P.L.L.C.'s plan reported $5.5M in assets and 13 participants for 2024.

Original filing (PDF)20250804120005NAL0001143680001

Herron and Smith Associates, P.L.L.C.

Name: Herron and Smith Associates, P.L.L.C. — Herron and, Form 5500 (2024)
Creator: Herron and Smith Associates, P.L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herron and Smith Associates, PLLC Employee's Profit Sharing Plan & Trust

401(k) retirement plan · Herron and Smith Associates, P.L.L.C.'s Herron and Smith Associates, PLLC Employee's Profit Sharing Plan & Trust held $5.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Herron and Smith Associates, P.L.L.C.'s EIN is 83-2268377.

EIN 83-2268377

Plan number 002

Plan year 2024

ACK ID 20250804120005NAL0001143680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herron and Smith Associates, P.L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herron and Smith Associates, P.L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERRON AND SMITH ASSOCIATES, P.L.L.C..

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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