How big is Sherman & Patterson, Ltd.'s plan?

Sherman & Patterson, Ltd.'s plan reported $305K in assets and 2 participants for 2025.

Original filing (PDF)20260429110324NAL0010403313001

Sherman & Patterson, Ltd.

Name: Sherman & Patterson, Ltd. — Sherman & Patterson, Form 5500 (2025)
Creator: Sherman & Patterson, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Patterson, 401(k) Profit Sharing Plan

401(k) retirement plan · Sherman & Patterson, Ltd.'s Sherman & Patterson, 401(k) Profit Sharing Plan held $305K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

James S. Patterson signed Sherman & Patterson, Ltd.'s 2025 Form 5500 as plan administrator.

James S. Patterson — 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

Sherman & Patterson, Ltd.'s EIN is 54-2111186.

EIN 54-2111186

Plan number 001

Plan year 2025

ACK ID 20260429110324NAL0010403313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherman & Patterson, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherman & Patterson, Ltd.'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 SHERMAN & PATTERSON, LTD..

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SHERMAN & PATTERSON, LTD.

EIN

all filings

Address

1613 MAPLE AVENUE · MAPLE PLAIN, MN · 55359

Phone

(763) 479-2699

Industry

Law Offices· Professional & Technical Services

Plan administrator