Original filing (PDF)20250124112833NAL0004983011001

SHERMAN & ROSS, CPA'S

Name: SHERMAN & ROSS, CPA'S — SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN, Form 5500 (2024)
Creator: SHERMAN & ROSS, CPA'S

Form 5500-SF

FILING_RECEIVED

SHERMAN & ROSS, CPA'S EMPLOYEE BENEFIT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 SHERMAN & ROSS, CPA'S.

Plan sponsor

Name

SHERMAN & ROSS, CPA'S

EIN

22-2708923

Address

1532 3RD AVENUE · TOMS RIVER, NJ · 08757

Phone

(732) 780-5666

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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