# Herbert Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/herbert-financial-group-llc-plan

> Herbert Financial Group, LLC's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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