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

Sherman & Patterson, Ltd.'s plan reported $2.6M in assets and 2 participants for 2024.

Original filing (PDF)20250811055709NAL0019978322001

Sherman & Patterson, Ltd.

Name: Sherman & Patterson, Ltd. — Sherman & Patterson Cash, Form 5500 (2024)
Creator: Sherman & Patterson, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman & Patterson Cash Balance Plan

Defined-benefit pension plan · Sherman & Patterson, Ltd.'s Sherman & Patterson Cash Balance Plan held $2.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

James Patterson signed Sherman & Patterson, Ltd.'s 2024 Form 5500 as plan administrator.

James 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 002

Plan year 2024

ACK ID 20250811055709NAL0019978322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sherman & Patterson, Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.

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 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