How big is Shelli Herman and Associates, Inc.'s plan?

Shelli Herman and Associates, Inc.'s plan reported $4.3M in assets and 2 participants for 2025.

Original filing (PDF)20260122151531NAL0002409043001

Shelli Herman and Associates, Inc.

Name: Shelli Herman and Associates, Inc. — Shelli Herman, Form 5500 (2025)
Creator: Shelli Herman and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelli Herman and Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Shelli Herman and Associates, Inc.'s Shelli Herman and Associates, Inc. Profit Sharing Plan held $4.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Shelli Herman and Associates, Inc.'s EIN is 45-4423039.

EIN 45-4423039

Plan number 002

Plan year 2025

ACK ID 20260122151531NAL0002409043001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shelli Herman and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shelli Herman and Associates, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLI HERMAN AND ASSOCIATES, INC..

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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