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Original filing (PDF)20250825101516NAL0007493825001
HERRERA ENVIRONMENTAL CONSULTANTS INC
Form 5500
FILING_RECEIVED
HERRERA ENVIRONMENTAL CONSULTANTS 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
161
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERRERA ENVIRONMENTAL CONSULTANTS INC.
Plan sponsor
Name
HERRERA ENVIRONMENTAL CONSULTANTS INC
EIN
91-1329346
Address
2200 SIXTH AVENUE · SUITE 1100 · SEATTLE, WA · 981211896
Phone
(206) 441-9080
Industry
Professional & Technical Servicessee all
Plan administrator
Name
HERRERA ENVIRONMENTAL CONSULTANTS
EIN
91-1329346
City
SEATTLE, WA
Phone
(206) 441-9080
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
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)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST FEDERAL SLA OF PORT ANGELES | 71-1004774 | — | NONE | $28K | — |
Investments
33 direct securities· $20.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.7M | 13.4% | |
| Vanguard Target Retirement 2035 Fd I | — | — | — | $2.3M | 11.5% | |
| Vanguard Growth Index Fd Admiral | — | — | — | $2.2M | 10.8% | |
| Putnam Large Cap Value Fd R6 | — | — | — | $1.7M | 8.3% | |
| Vanguard Target Retirement 2045 Fd I | — | — | — | $1.4M | 7.1% | |
| Vanguard Target Retirement 2050 Fd I | — | — | — | $1.1M | 5.3% | |
| American Funds American Balanced R6 | — | — | — | $944K | 4.7% | |
| Fidelity Small Cap Index | — | — | — | $903K | 4.4% | |
| Vanguard Target Retirement 2040 Fd I | — | — | — | $798K | 3.9% | |
| Calvert US Large Cap Core Rspnb Indx I | — | — | — | $700K | 3.4% | |
| MFS Mid Cap Growth R6 | — | — | — | $697K | 3.4% | |
| TCW Metwest Total Return BC | — | — | — | $588K | 2.9% | |
| Vanguard Target Retirement 2025 Fd I | — | — | — | $517K | 2.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $417K | 2.1% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $415K | 2.0% | |
| American Funds New Perspective R6 | — | — | — | $388K | 1.9% | |
| Vanguard Small Cap Growth Index Admi | — | — | — | $327K | 1.6% | |
| American Funds New World R6 | — | — | — | $211K | 1.0% | |
| Vanguard Total Stock Mkt Indx Fd Adm | — | — | — | $199K | 1.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $186K | 0.9% | |
| Fidelity Select Utilities Growth | — | — | — | $175K | 0.9% | |
| Vanguard Target Retirement 2030 Fd I | — | — | — | $172K | 0.8% | |
| Fidelity Advisor Intl Small Cap Z | — | — | — | $165K | 0.8% | |
| MFS International Growth CL R6 | — | — | — | $161K | 0.8% | |
| Impax Sustainable Allocation Instl | — | — | — | $145K | 0.7% | |
| Fidelity International Index | — | — | — | $134K | 0.7% | |
| PGIM Global Total Return R6 | — | — | — | $103K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $82K | 0.4% | |
| Vanguard REIT Index Adm | — | — | — | $73K | 0.4% | |
| Participants Participant Loans Rates from 4.25% to 8.75% - | — | — | — | $60K | 0.3% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $54K | 0.3% | |
| Cash Interest-Bearing Cash | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2070 Fd | — | — | — | $22K | 0.1% |
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