Herbert Goldberg Co., INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Herbert Goldberg Co., INC.
  • Sponsor EIN: 751463075
  • Sponsor Address: 14951 DALLAS PARKWAY, SUITE 250, DALLAS, TX, 75240
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $5.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$5.4M$75,000$0
20244$5.4M$75,000$0
20234$4.9M$80,000$0
20224$4.3M$75,000$0

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