Original filing (PDF)20250703075327NAL0000923154001

HERZOG, YUHAS, EHRLICH & ARDELL, A PROFESSIONAL CORPORATION

Name: HERZOG, YUHAS, EHRLICH & ARDELL, A PROFESSIONAL CORPORATION — HERZOG, YUHAS, EHRLICH & ARDELL 401(K) PLAN, Form 5500 (2024)
Creator: HERZOG, YUHAS, EHRLICH & ARDELL, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HERZOG, YUHAS, EHRLICH & ARDELL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERZOG, YUHAS, EHRLICH & ARDELL, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

HERZOG, YUHAS, EHRLICH & ARDELL, A PROFESSIONAL CORPORATION

EIN

95-3646307

Address

2121 AVENUE OF THE STARS · 26TH FLOOR · LOS ANGELES, CA · 90067

Phone

(310) 458-6660

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

WOLINETZ HORVATH & BROWN LLC

WOLINETZ HORVATH & BROWN LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 12 participants

STG DIVORCE LAW, P.C.

STG DIVORCE LAW, P.C. 401(K) PLAN

$2.1M · 18 participants

POWERS TAYLOR, LLP

POWERS TAYLOR 401(K) PLAN

$2.1M · 17 participants

DANIEL G. SUBER & ASSOCIATES

DANIEL G. SUBER & ASSOC. 401(K)/PROFIT SHARING PLAN

$2.1M · 2 participants

LEE LAW GROUP, PC

LEE LAW GROUP, PC 401(K) PLAN

$2.1M · 7 participants