How big is Sherpa LLC's plan?

Sherpa LLC's plan reported $2.2M in assets and 18 participants for 2024.

Original filing (PDF)20251003100534NAL0001250657001

Sherpa LLC

Name: Sherpa LLC — Sherpa LLC 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Sherpa LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherpa LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sherpa LLC's Sherpa LLC 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Joseph E Hanel signed Sherpa LLC's 2024 Form 5500 as plan administrator.

Joseph E Hanel — 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

Sherpa LLC's EIN is 56-2269027.

EIN 56-2269027

Plan number 001

Plan year 2024

ACK ID 20251003100534NAL0001250657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sherpa LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sherpa LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (98th percentile).

Plan sponsor

Name

SHERPA LLC

EIN

all filings

Address

200 PROVIDENCE ROAD SUITE 101 · CHARLOTTE, NC · 28207

Phone

(704) 350-3320

Industry

Admin Support & Waste Mgmt

Plan administrator