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  2. Herbert Financial Group, LLC

Filings through Oct 24, 2026.

Herbert Financial Group, LLC

EIN 47-5207058-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.4M assets
Health & Benefits
0
Participants
19
2701 CAMBRIDGE CT., NO 530 - AUBURN HILLS, MI 48326248-482-2600hfgllc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$3.4M - 19 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.4M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN401(k)$3.4M192025
  • HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN$3.4M
    #001 · 401(k) · 202519
Retirement plans
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