How big is The Sheward Partnership, LLC's plan?

The Sheward Partnership, LLC's plan reported $5.4M in assets and 36 participants for 2024.

Original filing (PDF)20250814095122NAL0027580914001

The Sheward Partnership, LLC

Name: The Sheward Partnership, LLC — The Sheward, Form 5500 (2024)
Creator: The Sheward Partnership, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sheward Partnership Profit Sharing Plan

401(k) retirement plan · The Sheward Partnership, LLC's The Sheward Partnership Profit Sharing Plan held $5.4M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

David Scheuermann signed The Sheward Partnership, LLC's 2024 Form 5500 as plan administrator.

David Scheuermann — 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

The Sheward Partnership, LLC's EIN is 23-2843902.

EIN 23-2843902

Plan number 001

Plan year 2024

ACK ID 20250814095122NAL0027580914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sheward Partnership, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sheward Partnership, LLC'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 THE SHEWARD PARTNERSHIP, LLC.

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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