Herbein And Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Herbein And Company, INC.
  • Sponsor EIN: 232415973
  • Sponsor Address: 2763 CENTURY BOULEVARD, READING, PA, 19610
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 289
  • Total Assets: $48.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023289$48.5M$1.7M$3.0M
2022254$39.3M$1.4M$2.7M

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