Herold Law, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Herold Law, P.A.
  • Sponsor EIN: 222722238
  • Sponsor Address: SOMERSET HILLS CORPORATE CENTER, WARREN, NJ, 070596747
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $29.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$29.4M$382,282$330,400
202325$25.6M$333,009$332,283
202224$21.0M$356,696$299,585

Similar Plans