Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERBALLY YOURS, INC.
EIN 86-0738722health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
60
1504 W. SAN PEDRO STREET - GILBERT, AZ 85233480-892-8220herballyyours.netLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 60 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERBALLY YOURS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HERBALLY YOURS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$613K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERBALLY YOURS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 55 | 2025 | |
| 001 | HERBALLY YOURS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $613K | 5 | 2025 |
Retirement plans