How big is C.L. Sheldon and Company, LLC's plan?

C.L. Sheldon and Company, LLC's plan reported $193K in assets and 7 participants for 2024.

Original filing (PDF)20250717163135NAL0000344227001

C.L. Sheldon and Company, LLC

Name: C.L. Sheldon and Company, LLC — CL Sheldon and, Form 5500 (2024)
Creator: C.L. Sheldon and Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CL Sheldon and Company LLC 401(k) Plan

401(k) retirement plan · C.L. Sheldon and Company, LLC's CL Sheldon and Company LLC 401(k) Plan held $193K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Marcus Bowie signed C.L. Sheldon and Company, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

C.L. Sheldon and Company, LLC's EIN is 27-0917891.

EIN 27-0917891

Plan number 001

Plan year 2024

ACK ID 20250717163135NAL0000344227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.L. Sheldon and Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.L. Sheldon and Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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