Plan Snapshot
- Plan Sponsor: Herrick & Company
- Sponsor EIN: 133381593
- Sponsor Address: 8333 DOUGLAS AVE., SUITE 1150, DALLAS, TX, 75225
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 3
- Total Assets: $1.1M
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. |
|---|
| 2025 | 3 | $1.1M | $0 | $0 |
| 2024 | 3 | $1.1M | $0 | $0 |
| 2023 | 4 | $934,541 | $0 | $0 |
| 2022 | 3 | $1.1M | $0 | $0 |
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