How big is Sheffield & Sheffield, LLC's plan?

Sheffield & Sheffield, LLC's plan reported $401K in assets and 10 participants for 2024.

Original filing (PDF)20250821134133NAL0008127682001

Sheffield & Sheffield, LLC

Name: Sheffield & Sheffield, LLC — Sheffield & Sheffield, Form 5500 (2024)
Creator: Sheffield & Sheffield, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheffield & Sheffield, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sheffield & Sheffield, LLC's Sheffield & Sheffield, LLC 401(k) Profit Sharing Plan held $401K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$401K

Net assets (EOY)

$401K

Plan identifiers

Sheffield & Sheffield, LLC's EIN is 46-5694709.

EIN 46-5694709

Plan number 001

Plan year 2024

ACK ID 20250821134133NAL0008127682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheffield & Sheffield, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheffield & Sheffield, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SHEFFIELD & SHEFFIELD, LLC

EIN

all filings

Address

733 KEYSER AVENUE, SUITE 200 · NATCHITOCHES, LA · 71457

Phone

(318) 581-4440

Industry

CPA Offices· Professional & Technical Services

Plan administrator