Original filing (PDF)20250529234209NAL0021509874017

SHEEHAN & ASSOCIATES P.C.

Name: SHEEHAN & ASSOCIATES P.C. — SHEEHAN & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: SHEEHAN & ASSOCIATES P.C.

Form 5500-SF

FILING_RECEIVED

SHEEHAN & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEEHAN & ASSOCIATES P.C..

Plan sponsor

Name

SHEEHAN & ASSOCIATES P.C.

EIN

46-3970316all filings

Address

60 CUTTERMILL ROAD · STE 412 · GREAT NECK, NY · 11021

Phone

(516) 268-7080

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MITCHELL B. FRIEDMAN, P.C.

MITCHELL B. FRIEDMAN, P.C. 401(K) PLAN

$219K · 2 participants

LAW OFFICE OF SUSAN G. ROY, LLC

LAW OFFICE OF SUSAN G. ROY, LLC 401(K) PLAN

$219K · 5 participants

STAYTON LAW PROFIT SHARING PLAN

$219K · 2 participants

JOSEPHINE A LYNCH P A

JOSEPHINE A LYNCH P A 401(K) PROFIT SHARING PLAN & TRUST

$219K · 2 participants

NANCY M WAGNER

NANCY M WAGNER 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.