How big is HERD Family Office, LLC's plan?

HERD Family Office, LLC's plan reported $622K in assets and 10 participants for 2025.

Original filing (PDF)20260429220516NAL0011468241058

HERD Family Office, LLC

Name: HERD Family Office, LLC — HERD Family Office 401(k), Form 5500 (2025)
Creator: HERD Family Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HERD Family Office 401(k) Plan

401(k) retirement plan · HERD Family Office, LLC's HERD Family Office 401(k) Plan held $622K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

People on this filing

Elantha Barry signed HERD Family Office, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

HERD Family Office, LLC's EIN is 87-2173629.

EIN 87-2173629

Plan number 001

Plan year 2025

ACK ID 20260429220516NAL0011468241058

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HERD Family Office, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HERD Family Office, 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 HERD FAMILY OFFICE, 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