How big is Kathryn Herman Design LLC's plan?

Kathryn Herman Design LLC's plan reported $758K in assets and 6 participants for 2024.

Original filing (PDF)20250609182709NAL0023899920001

Kathryn Herman Design LLC

Name: Kathryn Herman Design LLC — Kathryn Herman Design, Form 5500 (2024)
Creator: Kathryn Herman Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathryn Herman Design LLC 401(k)

401(k) retirement plan · Kathryn Herman Design LLC's Kathryn Herman Design LLC 401(k) held $758K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

People on this filing

Kathryn Herman signed Kathryn Herman Design LLC's 2024 Form 5500 as plan administrator.

Kathryn Herman — 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

Kathryn Herman Design LLC's EIN is 84-3295960.

EIN 84-3295960

Plan number 001

Plan year 2024

ACK ID 20250609182709NAL0023899920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathryn Herman Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathryn Herman Design LLC'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 KATHRYN HERMAN DESIGN 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

KATHRYN HERMAN DESIGN LLC

EIN

all filings

Address

215 ELM STREET · 2ND FLOOR · NEW CANAAN, CT · 06840

Phone

(203) 442-5848

Industry

Professional & Technical Services

Plan administrator