How big is Sherpy & Jones, PA's plan?

Sherpy & Jones, PA's plan reported $2.3M in assets and 6 participants for 2025.

Original filing (PDF)20260203072457NAL0001172259001

Sherpy & Jones, PA

Name: Sherpy & Jones, PA — Sherpy & Jones, P. A. 401(k), Form 5500 (2025)
Creator: Sherpy & Jones, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherpy & Jones, P. A. 401(k) Plan

401(k) retirement plan · Sherpy & Jones, PA's Sherpy & Jones, P. A. 401(k) Plan held $2.3M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Sherpy & Jones, PA's EIN is 75-3094113.

EIN 75-3094113

Plan number 001

Plan year 2025

ACK ID 20260203072457NAL0001172259001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherpy & Jones, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherpy & Jones, PA'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 SHERPY & JONES, PA.

Finding similar companies…

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