How big is Sherrard ROE Voigt & Harbison, PLC's plan?

Sherrard ROE Voigt & Harbison, PLC's plan reported $62.1M in assets and 74 participants for 2024.

Original filing (PDF)20251014130254NAL0005956354001

Sherrard ROE Voigt & Harbison, PLC

Name: Sherrard ROE Voigt & Harbison, PLC — Sherrard ROE, Form 5500 (2024)
Creator: Sherrard ROE Voigt & Harbison, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherrard ROE Voigt & Harbison, PLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sherrard ROE Voigt & Harbison, PLC's Sherrard ROE Voigt & Harbison, PLC 401(k) Profit Sharing Plan held $62.1M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$62.1M

Net assets (EOY)

$62.1M

Plan identifiers

Sherrard ROE Voigt & Harbison, PLC's EIN is 62-1103779.

EIN 62-1103779

Plan number 002

Plan year 2024

ACK ID 20251014130254NAL0005956354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sherrard ROE Voigt & Harbison, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sherrard ROE Voigt & Harbison, PLC'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 SHERRARD ROE VOIGT & HARBISON, PLC.

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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