How big is Haddad & Sherwin LLP's plan?

Haddad & Sherwin LLP's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250918115245NAL0000637651001

Haddad & Sherwin LLP

Name: Haddad & Sherwin LLP — Haddad & Sherwin LLP 401(k), Form 5500 (2024)
Creator: Haddad & Sherwin LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haddad & Sherwin LLP 401(k) Retirement Plan

401(k) retirement plan · Haddad & Sherwin LLP's Haddad & Sherwin LLP 401(k) Retirement Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Julia Sherwin signed Haddad & Sherwin LLP's 2024 Form 5500 as plan administrator.

Julia Sherwin — 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

Haddad & Sherwin LLP's EIN is 48-1298529.

EIN 48-1298529

Plan number 001

Plan year 2024

ACK ID 20250918115245NAL0000637651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haddad & Sherwin LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haddad & Sherwin LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HADDAD & SHERWIN LLP.

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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 (86th percentile).

Plan sponsor

Name

HADDAD & SHERWIN LLP

EIN

all filings

Address

505 SEVENTEENTH STREET · OAKLAND, CA · 946121541

Phone

(510) 452-5500

Industry

Law Offices· Professional & Technical Services

Plan administrator