How big is Sherr Financial Associates' plan?

Sherr Financial Associates' plan reported $427K in assets and 7 participants for 2025.

Original filing (PDF)20260420090215NAL0001278753001

Sherr Financial Associates

Name: Sherr Financial Associates — SFA 401(k) PSP, Form 5500 (2025)
Creator: Sherr Financial Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFA 401(k) PSP

401(k) retirement plan · Sherr Financial Associates' SFA 401(k) PSP held $427K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

People on this filing

Seth Larner signed Sherr Financial Associates' 2025 Form 5500 as plan administrator.

Seth Larner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sherr Financial Associates' EIN is 04-3457473.

EIN 04-3457473

Plan number 001

Plan year 2025

ACK ID 20260420090215NAL0001278753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherr Financial Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherr Financial Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERR FINANCIAL ASSOCIATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score