Original filing (PDF)20241028102121NAL0003656369001

SHERMAN & PHALEN, LLC

Name: SHERMAN & PHALEN, LLC — SHERMAN & PHALEN, LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: SHERMAN & PHALEN, LLC

Form 5500-SF

FILING_RECEIVED

SHERMAN & PHALEN, LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERMAN & PHALEN, LLC.

Plan sponsor

Name

SHERMAN & PHALEN, LLC

EIN

27-0448797

Address

1165 NORTHCHASE PKWY SE · #450 · MARIETTA, GA · 30067

Phone

(770) 579-0109

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE SMITH FAMILY LAW FIRM, PA

THE SMITH FAMILY LAW FIRM, PA 401(K) PROFIT SHARING PLAN

CHILDREN'S ADVOCACY GROUP, INC.

CHILDREN'S ADVOCACY GROUP, INC. DEFINED BENEFIT PENSION PLAN

EMBASSY INTERNATIONAL WORSHIP CENTER

EMBASSY INTERNATIONAL WORSHIP CENTER GCF BENEFIT PLAN

SCHILLER FLC INC

SCHILLER FLC INC 401(K) PROFIT SHARING PLAN & TRUST

DALEY DISABILITY LAW, P.C.

DALEY DISABILITY LAW, P.C. RETIREMENT PLAN