Plan Snapshot
- Plan Sponsor: Herbert Financial Group, LLC
- Sponsor EIN: 475207058
- Sponsor Address: 2701 CAMBRIDGE CT., NO 530, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $2.8M | $51,624 | $161,117 |
| 2023 | 14 | $2.2M | $47,720 | $126,497 |
| 2022 | 12 | $1.7M | $39,766 | $101,828 |