How big is Sherman & Ross CPAS' plan?

Sherman & Ross CPAS' plan reported $3.0M in assets and 2 participants for 2025.

Original filing (PDF)20260228072458NAL0000615235001

Sherman & Ross CPAS

Name: Sherman & Ross CPAS — Sherman & Ross CPAS Employee, Form 5500 (2025)
Creator: Sherman & Ross CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Ross CPAS Employee Benefit Plan

401(k) retirement plan · Sherman & Ross CPAS' Sherman & Ross CPAS Employee Benefit Plan held $3.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Jeffrey Ross signed Sherman & Ross CPAS' 2025 Form 5500 as plan administrator.

Jeffrey Ross — 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

Sherman & Ross CPAS' EIN is 22-2708923.

EIN 22-2708923

Plan number 003

Plan year 2025

ACK ID 20260228072458NAL0000615235001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherman & Ross CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherman & Ross CPAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERMAN & ROSS CPAS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SHERMAN & ROSS CPAS

EIN

all filings

Address

1532 3RD AVE · TOMS RIVER, NJ · 087573407

Phone

(732) 780-5666

Industry

CPA Offices· Professional & Technical Services

Plan administrator