Back to filter
Original filing (PDF)20251125143025NAL0001710659001
SHERI*KEY
Form 5500-SF
FILING_RECEIVED
SHERI*KEY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
71
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERI*KEY.
Plan sponsor
Name
SHERI*KEY
EIN
01-0398215
Address
33 SHERIDAN RD. · FAIRFIELD, ME · 04937
Phone
(207) 453-9313
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-11-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
ROHADFOX CONSTRUCTION CONTROL
ROHADFOX CONSTRUCTION CONTROL 401K PROFIT SHARING PLAN & TRUST
$3.5M · 59 participants
BLAIR HOLDINGS, INC.
BLAIR HOLDINGS, INC. 401(K) PLAN
$3.5M · 80 participants
AGENT WALL SYSTEMS, INC.
AGENT WALL SYSTEMS 401(K) PLAN
$3.5M · 20 participants
BLALOCK BUILDING COMPANY, INC.
BLALOCK BUILDING COMPANY 401(K) PLAN
$3.4M · 34 participants
LORENTZ BRUUN CO., INC.
LORENTZ BRUUN CO., INC EMPLOYEES PROFIT SHARING & RETIREMENT PLAN
$3.4M · 21 participants
COOPER BUILDING SERVICES, LLC
COOPER BUILDING SERVICES, LLC 401(K) PLAN
$3.5M · 46 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants