How big is Sherpa Financial Group, LLC's plan?

Sherpa Financial Group, LLC's plan reported $1.7M in assets and 2 participants for 2025.

Original filing (PDF)20260512140352NAL0008310384001

Sherpa Financial Group, LLC

Name: Sherpa Financial Group, LLC — Sherpa Financial Group, Form 5500 (2025)
Creator: Sherpa Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherpa Financial Group 401(k) Plan

401(k) retirement plan · Sherpa Financial Group, LLC's Sherpa Financial Group 401(k) Plan held $1.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Fitzgerald Charlier signed Sherpa Financial Group, LLC's 2025 Form 5500 as plan administrator.

Fitzgerald Charlier — 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

Sherpa Financial Group, LLC's EIN is 36-4612934.

EIN 36-4612934

Plan number 001

Plan year 2025

ACK ID 20260512140352NAL0008310384001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherpa Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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