How big is Sherman & Phalen, LLC's plan?

Sherman & Phalen, LLC's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250725123546NAL0007416336001

Sherman & Phalen, LLC

Name: Sherman & Phalen, LLC — Sherman & Phalen, LLC 401(k), Form 5500 (2024)
Creator: Sherman & Phalen, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Phalen, LLC 401(k) Plan

401(k) retirement plan · Sherman & Phalen, LLC's Sherman & Phalen, LLC 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Rebecca Phalen signed Sherman & Phalen, LLC's 2024 Form 5500 as plan administrator.

Rebecca Phalen — 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 & Phalen, LLC's EIN is 27-0448797.

EIN 27-0448797

Plan number 001

Plan year 2024

ACK ID 20250725123546NAL0007416336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sherman & Phalen, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sherman & Phalen, LLC's plan includes profit-sharing, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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