Original filing (PDF)20250617121938NAL0001606593001

SHERMAN CARTER BARNHART ARCHITECTS, PLLC

Name: SHERMAN CARTER BARNHART ARCHITECTS, PLLC — SHERMAN CARTER BARNHART ARCHITECTS, PLLC 401(K) PSP, Form 5500 (2024)
Creator: SHERMAN CARTER BARNHART ARCHITECTS, PLLC

Form 5500-SF

FILING_RECEIVED

SHERMAN CARTER BARNHART ARCHITECTS, PLLC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERMAN CARTER BARNHART ARCHITECTS, PLLC.

Plan sponsor

Name

SHERMAN CARTER BARNHART ARCHITECTS, PLLC

EIN

47-3402117

Address

144 TURNER COMMONS WAY, STE 110 · LEXINGTON, KY · 40508

Phone

(859) 224-1351

Industry

Professional & Technical Servicessee all

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LAKE/FLATO ARCHITECTS, INC.

LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$24.8M · 143 participants

DAVIS PARTNERSHIP, P.C.

DAVIS PARTNERSHIP, P.C. 401(K) PLAN

$24.4M · 152 participants

ONE SOURCE ASSOCIATES, INC.

ONE SOURCE ASSOCIATES, INC. AMENDED AND RESTATED 401(K) PROFIT-SHARING PLAN AND TRUST

$24.3M · 63 participants

SFCS INC.

SFCS RETIREMENT SAVINGS PLAN

$25.0M · 106 participants

HANDEL ARCHITECTS LLP

HANDEL ARCHITECTS LLP 401(K) PROFIT SHARING PLAN