Original filing (PDF)20230208105409NAL0037439616001

Sherman, Clay & Co.

Name: Sherman, Clay & Co. — Amended and Restated, Form 5500 (2022)
Creator: Sherman, Clay & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amended and Restated Retirement Plan for Sherman, Clay & Company

Defined-benefit pension plan · Sherman, Clay & Co.'s Amended and Restated Retirement Plan for Sherman, Clay & Company filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Rebecca Thibeault signed Sherman, Clay & Co.'s 2022 Form 5500 as plan administrator.

Rebecca Thibeault — 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, Clay & Co.'s EIN is 35-0260400.

EIN 35-0260400

Plan number 001

Plan year 2022

ACK ID 20230208105409NAL0037439616001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Sherman, Clay & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Sherman, Clay & Co.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score