How big is Klein & Sheridan, LC's plan?

Klein & Sheridan, LC's plan reported $423K in assets and 4 participants for 2024.

Original filing (PDF)20250724071826NAL0004319361001

Klein & Sheridan, LC

Name: Klein & Sheridan, LC — Klein & Sheridan, LC Profit, Form 5500 (2024)
Creator: Klein & Sheridan, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Klein & Sheridan, LC Profit Sharing Plan

401(k) retirement plan · Klein & Sheridan, LC's Klein & Sheridan, LC Profit Sharing Plan held $423K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$423K

Net assets (EOY)

$423K

People on this filing

Benjamin M. Sheridan signed Klein & Sheridan, LC's 2024 Form 5500 as plan administrator.

Benjamin M. Sheridan — 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

Klein & Sheridan, LC's EIN is 55-0758152.

EIN 55-0758152

Plan number 001

Plan year 2024

ACK ID 20250724071826NAL0004319361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Klein & Sheridan, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Klein & Sheridan, LC'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 KLEIN & SHERIDAN, LC.

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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 (89th percentile).

Plan sponsor

Name

KLEIN & SHERIDAN, LC

EIN

all filings

Address

3566 TEAYS VALLEY ROAD · HURRICANE, WV · 25526

Phone

(304) 562-7111

Industry

Law Offices· Professional & Technical Services

Plan administrator