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Sponsor portfolio

MM HERMAN & ASSOCIATES

EIN 20-3981567-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
5
154 COOPER ROAD SUITE 401 - WEST BERLIN, NJ 08091718-924-6385
Plans on this EIN
2 filings
#002CashBalance-$941K - 2 part#001401k-$650K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • & ASSOCIATES PENSION (#002)59%
  • & ASSOCIATES 401(K) (#001)41%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#001)3
  • & ASSOCIATES PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MM HERMAN & ASSOCIATES PENSION PLAN

CashBalance

Assets$941K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MM HERMAN & ASSOCIATES 401(K) PLAN

401k

Assets$650K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MM HERMAN & ASSOCIATES PENSION PLANCashBalance$941K22024
001MM HERMAN & ASSOCIATES 401(K) PLAN401k$650K32025
Retirement plans
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