Plan Snapshot
- Plan Sponsor: Hermann Financial Group Incorporated
- Sponsor EIN: 920663843
- Sponsor Address: 4695 MACARTHUR COURT, SUITE 1000, NEWPORT BEACH, CA, 92660
- Plan Type: DB
- Total Participants: 7
- Total Assets: $4.2M
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 | 7 | $4.2M | $300,000 | $0 |