How big is Hermann Financial Group Incorporated's plan?

Hermann Financial Group Incorporated's plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20251010133942NAL0008242161001

Hermann Financial Group Incorporated

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

Form 5500-SF

FILING_RECEIVED

Hermann Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Hermann Financial Group Incorporated's Hermann Financial Group 401(k) Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Hermann Financial Group Incorporated's EIN is 92-0663843.

EIN 92-0663843

Plan number 002

Plan year 2024

ACK ID 20251010133942NAL0008242161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hermann Financial Group Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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