How big is Herrera and Obeso's plan?

Herrera and Obeso's plan reported $4.0M in assets and 9 participants for 2024.

Original filing (PDF)20250402102529NAL0004859475001

Herrera and Obeso

Name: Herrera and Obeso — Herrera and Obeso Profit Sharing, Form 5500 (2024)
Creator: Herrera and Obeso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Herrera and Obeso Profit Sharing Plan

401(k) retirement plan · Herrera and Obeso's Herrera and Obeso Profit Sharing Plan held $4.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Jose F Herrera signed Herrera and Obeso's 2024 Form 5500 as plan administrator.

Jose F Herrera — 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

Herrera and Obeso's EIN is 95-4840381.

EIN 95-4840381

Plan number 001

Plan year 2024

ACK ID 20250402102529NAL0004859475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Herrera and Obeso from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Herrera and Obeso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERRERA AND OBESO.

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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