Original filing (PDF)20250918160751NAL0001614401001

SHERIDAN & ASSOCIATES, INC.

Name: SHERIDAN & ASSOCIATES, INC. — SHERIDAN & ASSOCIATES, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: SHERIDAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SHERIDAN & ASSOCIATES, INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SHERIDAN & ASSOCIATES, INC.

EIN

58-2608835all filings

Address

983 OKELLY ST SE · CONYERS, GA · 30012

Phone

(770) 856-5911

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PREMIER ONE INSURANCE SERVICES I

PREMIER ONE 401(K) PLAN

$833K · 27 participants

SEAN PAUL INSURANCE AGENCY, INC.

SEAN PAUL INS. AGCY, INC. 401(K) P/S PLAN

$834K · 5 participants

BLACK INSURANCE SERVICES, LLC

BLACK INSURANCE SERVICES 2 401(K) PLAN

$832K · 4 participants

HARRIS ADELBERG & STRAUSS

HARRIS ADELBERG & STRAUSS 401(K) PLAN

$832K · 5 participants

HOHENADEL INSURANCE GROUP, INC.

HOHENADEL INSURANCE GROUP, INC. 401(K) AND PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.