How big is Herbert Financial Group's plan?

Herbert Financial Group's plan reported $360K in assets and 4 participants for 2024.

Original filing (PDF)20251014185052NAL0001772147001

Herbert Financial Group

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

Form 5500-SF

FILING_RECEIVED

Herbert Financial Group Cash Balance Plan

Defined-benefit pension plan · Herbert Financial Group's Herbert Financial Group Cash Balance Plan held $360K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Tania Herbert signed Herbert Financial Group's 2024 Form 5500 as plan administrator.

Tania Herbert — 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

Herbert Financial Group's EIN is 87-2096234.

EIN 87-2096234

Plan number 001

Plan year 2024

ACK ID 20251014185052NAL0001772147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herbert Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herbert Financial Group's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score