· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES C. SHERMAN, MD, PC. — VEIN SPECIALISTS OF AUGUSTA 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630175139NAL0016822240001
JAMES C. SHERMAN, MD, PC.
Form 5500-SF
FILING_RECEIVED
VEIN SPECIALISTS OF AUGUSTA 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
8
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES C. SHERMAN, MD, PC.
.
Find decision makers
Plan sponsor
Name
JAMES C. SHERMAN, MD, PC.
EIN
58-2018447
Address
501 BLACKBURN DR · MARTINEZ, GA · 30907
Phone
(706) 854-8340
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
WR MEDICAL ELECTRONICS CO.
WR MEDICAL ELECTRONICS CO. 401(K) PROFIT SHARING PLAN AND TRUST
$2.6M · 21 participants
EDISON SPINE CENTER LLC
EDISON SPINE CENTER LLC 401(K) PLAN
$2.6M · 9 participants
BROWN RICHARDSON & ROWE, INC.
BROWN, RICHARDSON & ROWE, INC. 401K RETIREMENT PLAN
$2.6M · 12 participants
COMPREHENSIVE INTERVENTIONAL CARE C
CICC 401(K) PROFIT SHARING PLAN
$2.6M · 91 participants
JEROME & HORNER SHEET METAL, INC.
JEROME & HORNER SHEET METAL, INC. 401(K) PROFIT SHARING PLAN
65
Knocking points off
Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 12 participants
EXCELLERATE FOUNDATION
EXCELLERATE FOUNDATION 401(K) PLAN
$2.6M · 23 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
