# Herring Partners DC Plan
Source: https://planprovider.pro/companies/herring-partners-plan

> Herring Partners's DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herring Partners

- **Sponsor EIN:** 851072736

- **Sponsor Address:** 509 MARIN STREET STE 227, THOUSAND OAKS, CA, 91360

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $2.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6|$2.4M|$0|$0|

| 2023|4|$2.5M|$0|$0|

| 2022|2|$900,000|$0|$0|

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