Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERBERT FINANCIAL GROUP
EIN 87-2096234financial servicesLatest filing 2024
Plans
2
Retirement
2
$388K assets
Welfare
0
Participants
9
517 S IVY AVE. - MONROVIA, CA 91016818-579-1187herbert-financial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $388K assets / 9 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#001
HERBERT FINANCIAL GROUP CASH BALANCE PLAN
CashBalance
Assets$360K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERBERT FINANCIAL GROUP 401(K) PLAN
401k
Assets$28K
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 | |
|---|---|---|---|---|---|---|
| 001 | HERBERT FINANCIAL GROUP CASH BALANCE PLAN | CashBalance | $360K | 4 | 2024 | |
| 002 | HERBERT FINANCIAL GROUP 401(K) PLAN | 401k | $28K | 5 | 2024 |
Retirement plans