Original filing (PDF)20250430114038NAL0003743298001

SHERIFF & MORGAN, P.C.

Name: SHERIFF & MORGAN, P.C. — SHERIFF & MORGAN, P.C./ SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: SHERIFF & MORGAN, P.C.

Form 5500-SF

FILING_RECEIVED

SHERIFF & MORGAN, P.C./ SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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 SHERIFF & MORGAN, P.C..

Plan sponsor

Name

SHERIFF & MORGAN, P.C.

EIN

75-2303848

Address

104 NORTH BIRMINGHAM STREET · WYLIE, TX · 75098

Phone

(972) 889-3003

Industry

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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MOUNTAIN PROCESSING, LLC

MOUNTAIN PROCESSING 401(K) PLAN

$129K · 4 participants

EDELWEISS V LLC

EDELWEISS V LLC 401(K) PROFIT SHARING PLAN & TRUST

$132K · 1 participants

HIGHLANDS VISTA MANAGEMENT, LLC

HIGHLANDS VISTA MANAGEMENT, LLC 401(K) PLAN

$129K · 127 participants

PEREGREN CAPITAL GROUP, LLC

PEREGREN CAPITAL GROUP 401(K) PLAN

$126K · 6 participants

TOCCOA CAPITAL MANAGEMENT, LLC

TOCCOA CAPITAL MANAGEMENT 401(K) PLAN