How big is Herrero Builders, Inc.'s plan?

Herrero Builders, Inc.'s plan reported $20.9M in assets and 98 participants for 2024.

Original filing (PDF)20251014122052NAL0001366755001

Herrero Builders, Inc.

Name: Herrero Builders, Inc. — Herrero Builders, Inc., Form 5500 (2024)
Creator: Herrero Builders, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Herrero Builders, Inc. Profit Sharing Retirement Plan

401(k) retirement plan · Herrero Builders, Inc.'s Herrero Builders, Inc. Profit Sharing Retirement Plan held $20.9M in plan assets for 98 participants in 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

155

Plan assets (EOY)

$20.9M

Net assets (EOY)

$20.9M

People on this filing

Jacob Axelrod signed Herrero Builders, Inc.'s 2024 Form 5500 as plan administrator.

Jacob Axelrod — 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

Herrero Builders, Inc.'s EIN is 94-1302904.

EIN 94-1302904

Plan number 001

Plan year 2024

ACK ID 20251014122052NAL0001366755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herrero Builders, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herrero Builders, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 HERRERO BUILDERS, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (100th percentile).
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

HERRERO BUILDERS, INC.

EIN

all filings

Address

2100 OAKDALE AVE · SAN FRANCISCO, CA · 94124

Phone

(415) 824-7675

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$5K	—

Investments

37 direct securities· $20.9M(100% of reported assets)

Mutual Funds

$17.5M

28 holdings

Common Collective Trusts

$2.8M

5 holdings

Other securities

$146K

1 holding

Bonds / Notes

$142K

1 holding

Agency / Mortgage-Backed

$122K

1 holding

Common Stocks

$83K

1 holding

					% of plan
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$2.4M	11.6%
Fidelity Investments Freedom 2030 Fund	Mutual Funds	—	—	$2.4M	11.4%
Fidelity Investments Freedom 2050 Fund	Mutual Funds	—	—	$2.0M	9.6%
Fidelity Investments Freedom 2040 Fund	Mutual Funds	—	—	$1.7M	8.2%
Fidelity Investments Government Money Market Fund	Mutual Funds	—	—	$1.5M	7.3%
Fidelity Investments Freedom 2045 Fund	Mutual Funds	—	—	$1.5M	7.0%
Fidelity Investments Select Technology Portfolio Fund	Mutual Funds	—	—	$1.4M	6.9%
Fidelity Investments Freedom 2055 Fund	Mutual Funds	—	—	$1.3M	6.1%
Fidelity Investments Freedom 2025 Fund	Mutual Funds	—	—	$994K	4.8%
Fidelity Investments Contrafund Fund	Mutual Funds	—	—	$743K	3.6%
Fidelity Investments Freedom 2035 Fund	Mutual Funds	—	—	$654K	3.1%
Fidelity Investments Freedom 2015 Fund	Mutual Funds	—	—	$556K	2.7%
Fidelity Investments Freedom 2060 Fund	Mutual Funds	—	—	$513K	2.5%
Fidelity Investments Select Healthcare Portfolio Fund	Mutual Funds	—	—	$388K	1.9%
Fidelity Investments Freedom 2020 Fund	Mutual Funds	—	—	$376K	1.8%
Fidelity Investments Capital & Income Fund	Mutual Funds	—	—	$353K	1.7%
Fidelity Investments International Discovery Fund	Mutual Funds	—	—	$233K	1.1%
Fidelity Investments Balanced Fund	Mutual Funds	—	—	$189K	0.9%
Fidelity Investments Total Bond Fund	Mutual Funds	—	—	$178K	0.9%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$176K	0.8%
Fidelity Investments Emerging Markets Index Fund	Common Collective Trusts	—	—	$173K	0.8%
Fidelity Investments Freedom 2065 Fund	Mutual Funds	—	—	$157K	0.8%
Columbia Dividend Income Fund	Other securities	—	—	$146K	0.7%
Participants Participant Loans Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$142K	0.7%
Fidelity Investments Value Fund	Mutual Funds	—	—	$124K	0.6%
Fidelity Investments GNMA Fund 890 * Fidelity Investments Extended Market Index Fund	Agency / Mortgage-Backed	—	—	$122K	0.6%
Janus Henderson Enterprise T Fund	Mutual Funds	—	—	$119K	0.6%
Fidelity Investments Select Utilities Portfolio Fund	Mutual Funds	—	—	$88K	0.4%
Baron Capital Group Small Cap Fund	Common Stocks	—	—	$83K	0.4%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$49K	0.2%
Fidelity Investments Financial Portfolio Fund	Mutual Funds	—	—	$32K	0.2%
Fidelity Investments Natural Resources Portfolio Fund	Mutual Funds	—	—	$26K	0.1%
Northern Small Cap Value Fund 164 * Fidelity Investments Freedom Income Fund	Mutual Funds	—	—	$16K	<0.1%
Fidelity Investments Select Consumer Discretionary Portfolio Fund	Mutual Funds	—	—	$15K	<0.1%
Fidelity Investments U.S. Bond Index Fund	Common Collective Trusts	—	—	$13K	<0.1%
Fidelity Investments Real Estate Investment Portfolio Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Investments Select Industrials Portfolio Fund	Mutual Funds	—	—	$4K	<0.1%