SHERWOOD HOLDINGS (DELAWARE), INC. DBA SHERWOOD PARTNERS, INC.
Form 5500-SF
FILING_RECEIVED
SHERWOOD PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
39
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
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
79
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERWOOD HOLDINGS (DELAWARE), INC. DBA SHERWOOD PARTNERS, INC..
Plan sponsor
Name
SHERWOOD HOLDINGS (DELAWARE), INC. DBA SHERWOOD PARTNERS, INC.
EIN
20-3526092
Address
3945 FREEDOM CIRCLE STE. 560 · SANTA CLARA, CA · 95054
