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HERBALY EXPLORATION LLC — HERBALLY EXPLORATION LLC MONEY PURCHASE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250414150146NAL0000813747001
HERBALY EXPLORATION LLC
Form 5500-SF
FILING_RECEIVED
HERBALLY EXPLORATION LLC MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERBALY EXPLORATION LLC
.
Find decision makers
Plan sponsor
Name
HERBALY EXPLORATION LLC
EIN
84-1608242
Address
1832 W CAPE COD WAY · LITTLETON, CO · 801205518
Phone
(303) 794-1960
Industry
Mining, Quarrying, Oil & Gas
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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