Original filing (PDF)20250723105411NAL0001818659001

SHEETS & CROSSFIELD, P.C.

Name: SHEETS & CROSSFIELD, P.C. — SHEETS & CROSSFIELD, P.C. 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHEETS & CROSSFIELD, P.C.

Form 5500-SF

FILING_RECEIVED

SHEETS & CROSSFIELD, P.C. 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEETS & CROSSFIELD, P.C..

Plan sponsor

Name

SHEETS & CROSSFIELD, P.C.

EIN

74-2563414

Address

309 E MAIN ST · ROUND ROCK, TX · 786645246

Phone

(512) 255-8877

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

SHEETS & CROSSFIELD, P.C.

EIN

74-2563414

City

ROUND ROCK, TX

Phone

(512) 255-8877

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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