Assets by plan
Share of aggregate retirement assets
Filings through .
4 plans aggregated / $9.6M assets / 97 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
401(k)
Cash balance
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN | 401(k) | $5.3M | 34 | 2025 |
| #003 | H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN | Cash balance | $3.4M | 34 | 2025 |
| #004 | H. W. HERRELL DISTRIBUTING COMPANY UNION EMPLOYEES 401(K) PLAN | 401(k) | $754K | 14 | 2025 |
| #005 | H. W. HERRELL DISTRIBUTING COMPANY UNION EMPLOYEES CASH BALANCE PLAN | Cash balance | $122K | 15 | 2025 |