How big is Sheri McBroom PLLC's plan?

Sheri McBroom PLLC's plan reported $31K in assets and 1 participants for 2024.

Original filing (PDF)20251010112818NAL0007610801001

Sheri McBroom PLLC

Name: Sheri McBroom PLLC — Sheri McBroom PLLC 401(k) Plan, Form 5500 (2024)
Creator: Sheri McBroom PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheri McBroom PLLC 401(k) Plan

401(k) retirement plan · Sheri McBroom PLLC's Sheri McBroom PLLC 401(k) Plan held $31K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Richard Tatum signed Sheri McBroom PLLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Sheri McBroom PLLC's EIN is 20-8620832.

EIN 20-8620832

Plan number 001

Plan year 2024

ACK ID 20251010112818NAL0007610801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheri McBroom PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheri McBroom PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERI MCBROOM PLLC.

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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