Original filing (PDF)20250729100740NAL0007095218001

SHARI & SONS TAX SERVICE INC 401K PLAN

Name: SHARI & SONS TAX SERVICE INC 401K PLAN — Form 5500 (2024)
Creator: SHARI & SONS TAX SERVICE INC 401K PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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 SHARI & SONS TAX SERVICE INC 401K PLAN.

Plan sponsor

Name

SHARI & SONS TAX SERVICE INC 401K PLAN

EIN

46-4247218all filings

Address

158 HEININGER ST · BUTLER, OH · 44822

Phone

(419) 883-2473

Industry

Professional & Technical Servicessee all

Plan administrator