How big is HISS Sherman Wealth Mgmt LLC's plan?

HISS Sherman Wealth Mgmt LLC's plan reported $659K in assets and 4 participants for 2024.

Original filing (PDF)20250715172622NAL0002496081001

HISS Sherman Wealth Mgmt LLC

Name: HISS Sherman Wealth Mgmt LLC — Form 5500 (2024)
Creator: HISS Sherman Wealth Mgmt LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · HISS Sherman Wealth Mgmt LLC held $659K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

People on this filing

ADAM Behrends signed HISS Sherman Wealth Mgmt LLC's 2024 Form 5500 as plan administrator.

ADAM Behrends — 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

HISS Sherman Wealth Mgmt LLC's EIN is 47-2008988.

EIN 47-2008988

Plan number 001

Plan year 2024

ACK ID 20250715172622NAL0002496081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HISS Sherman Wealth Mgmt LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HISS Sherman Wealth Mgmt LLC's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISS SHERMAN WEALTH MGMT 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HISS SHERMAN WEALTH MGMT LLC

EIN

all filings

Address

2001 BROADWAY AVE · GREAT BEND, KS · 675304011

Phone

(620) 792-6333

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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