Original filing (PDF)20250430104052NAL0003632386001

HERTEL LEGAL PLLC

Name: HERTEL LEGAL PLLC — HERTEL LEGAL PLLC 401K PLAN, Form 5500 (2024)
Creator: HERTEL LEGAL PLLC

Form 5500-SF

FILING_RECEIVED

HERTEL LEGAL PLLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERTEL LEGAL PLLC.

Plan sponsor

Name

HERTEL LEGAL PLLC

EIN

86-2216357all filings

Address

140 SOUTH ATLANTIC AVE · SUITE 201 · ORMOND BEACH, FL · 32176

Phone

(352) 246-5711

Industry

Law Offices· 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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF MARK A CORNELIUS

LAW OFFICE OF MARK A CORNELIUS 401(K) PROFIT SHARING PLAN & TRUST

$171K · 2 participants

CONTRA COSTA SENIOR LEGAL SERVICES

CONTRA COSTA SENIOR LEGAL SERVICES 401(K) PLAN

$171K · 13 participants

WEINBERGER LAW LLC

WEINBERGER LAW 401(K) PLAN

$171K · 3 participants

THE DURRETT FIRM LLC

THE DURRETT FIRM LLC 401K PLAN

$171K · 4 participants

MK LAW LLC

MK LAW LLC 401(K) RETIREMENT PLAN

$171K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.