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Sponsor portfolio

H. W. HERRELL DISTRIBUTING COMPANY

EIN 43-0810878-Wholesale Trade-Latest filing 2025
Plans
4
Retirement
4
$8.7M assets
Welfare
0
Participants
88
P. O. BOX 6 - IMPERIAL, MO 630520006636-464-0100
Plans on this EIN
4 filings
#002401k-$4.7M - 28 part#003CashBalance-$3.1M - 32 part#004401k-$754K - 14 part#005CashBalance-$114K - 14 part

Retirement portfolio analytics

4 plans aggregated / $8.7M assets / 88 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#002)54%
  • DEFINED BENEFIT PENSION (#003)36%
  • UNION EMPLOYEES 401(K) (#004)9%
  • CASH BALANCE PLAN (#005)1%
Total $8.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#003)32
  • PROFIT SHARING PLAN (#002)28
  • UNION EMPLOYEES 401(K) (#004)14
  • CASH BALANCE PLAN (#005)14
Total 88Click 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

H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN

401k

Assets$4.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$3.1M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

H. W. HERRELL DISTRIBUTING COMPANY UNION EMPLOYEES 401(K) PLAN

401k

Assets$754K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES CASH BALANCE PLAN

CashBalance

Assets$114K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN401k$4.7M282024
003H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLANCashBalance$3.1M322024
004H. W. HERRELL DISTRIBUTING COMPANY UNION EMPLOYEES 401(K) PLAN401k$754K142025
005H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES CASH BALANCE PLANCashBalance$114K142024
Retirement plans
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