Original filing (PDF)20250603140033NAL0018557616001

REBECCA A. HERR, CHAPTER 13 TRUSTEE

Name: REBECCA A. HERR, CHAPTER 13 TRUSTEE — REBECCA A. HERR, CHAPTER 13 BANKRUPTCY TRUSTEE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: REBECCA A. HERR, CHAPTER 13 TRUSTEE

Form 5500-SF

FILING_RECEIVED

REBECCA A. HERR, CHAPTER 13 BANKRUPTCY TRUSTEE 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REBECCA A. HERR, CHAPTER 13 TRUSTEE.

Plan sponsor

Name

REBECCA A. HERR, CHAPTER 13 TRUSTEE

EIN

84-2905900

Address

185 ADMIRAL COCHRANE DRIVE, STE 240 · ANNAPOLIS, MD · 21401

Phone

(301) 805-4700

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SUMMIT LEGAL AID

403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT LEGAL AID

$2.1M · 67 participants

ROSS TITLE, INC.

ROSS TITLE, INC. 401(K) PLAN

$2.1M · 6 participants

LANE & NACH, P.C.

LANE & NACH, P.C. CASH BALANCE PLAN

$2.1M · 15 participants

SCHNITTER CICCARELLI & MILLS PLLC

SCHNITTER CICCARELLI & MILLS PLLC 401(K) PROFIT SHARING PLAN

$2.1M · 7 participants

NORTH CAROLINA PRISONER LEGAL SERVICES

NORTH CAROLINA PRISONER LEGAL SERVICES RETIREMENT PLAN