How big is Pherson Associates, LLC's plan?

Pherson Associates, LLC's plan reported $3.5M in assets and 21 participants for 2024.

Original filing (PDF)20250908163615NAL0012047731001

Pherson Associates, LLC

Name: Pherson Associates, LLC — Pherson Associates,LLC, Form 5500 (2024)
Creator: Pherson Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pherson Associates,LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Pherson Associates, LLC's Pherson Associates,LLC Safe Harbor 401(k) Plan held $3.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Michael Vanderford signed Pherson Associates, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Pherson Associates, LLC's EIN is 72-1547381.

EIN 72-1547381

Plan number 001

Plan year 2024

ACK ID 20250908163615NAL0012047731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pherson Associates, LLC'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 PHERSON ASSOCIATES, 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