How big is HERR Investment Group, LLC's plan?

HERR Investment Group, LLC's plan reported $143K in assets and 5 participants for 2024.

Original filing (PDF)20250521093437NAL0006557810001

HERR Investment Group, LLC

Name: HERR Investment Group, LLC — HERR Investment Group, Form 5500 (2024)
Creator: HERR Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HERR Investment Group 401(k) Retirement Plan

401(k) retirement plan · HERR Investment Group, LLC's HERR Investment Group 401(k) Retirement Plan held $143K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Matthew Okkerse signed HERR Investment Group, LLC's 2024 Form 5500 as plan administrator.

Matthew Okkerse — 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

HERR Investment Group, LLC's EIN is 86-3320355.

EIN 86-3320355

Plan number 001

Plan year 2024

ACK ID 20250521093437NAL0006557810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HERR Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HERR Investment Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERR INVESTMENT GROUP, 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