How big is Shertx, LLC's plan?

Shertx, LLC's plan reported $541K in assets and 17 participants for 2024.

Original filing (PDF)20250723164040NAL0003706609001

Shertx, LLC

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

Form 5500-SF

FILING_RECEIVED

Shertx, LLC 401(k) Plan.

401(k) retirement plan · Shertx, LLC's Shertx, LLC 401(k) Plan. held $541K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Shirley Horner signed Shertx, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Shertx, LLC's EIN is 27-3017667.

EIN 27-3017667

Plan number 001

Plan year 2024

ACK ID 20250723164040NAL0003706609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SHERTX, LLC

EIN

all filings

Address

9774 KATY FREEWAY, SUITE 500 · HOUSTON, TX · 77055

Phone

(832) 358-0200

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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