Original filing (PDF)20250624150514NAL0010520128001

SHERRY MANAGEMENT ASSOCIATES, INC.

Name: SHERRY MANAGEMENT ASSOCIATES, INC. — NEIDITCH-WOLFSET EMPLOYEES RETIREMENT PLAN, Form 5500 (2024)
Creator: SHERRY MANAGEMENT ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

NEIDITCH-WOLFSET EMPLOYEES RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERRY MANAGEMENT ASSOCIATES, INC..

Plan sponsor

Name

SHERRY MANAGEMENT ASSOCIATES, INC.

EIN

13-3964649

Address

3211 BAINBRIDGE AVENUE · BRONX, NY · 10467

Phone

(718) 882-3304

Industry

Real Estatesee all

Plan administrator

Name

SHERRY MANAGEMENT ASSOCIATES, INC.

EIN

13-3964649

City

BRONX, NY

Phone

(718) 882-3304

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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 providers

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