How big is Sheryl Sherman's plan?

Sheryl Sherman's plan reported $357K in assets and 6 participants for 2023.

Original filing (PDF)20240823130448NAL0003663955001

Sheryl Sherman

Name: Sheryl Sherman — Lone Star Project Management, Form 5500 (2023)
Creator: Sheryl Sherman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lone Star Project Management - 401(k)

401(k) retirement plan · Sheryl Sherman's Lone Star Project Management - 401(k) held $357K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

People on this filing

Lynne Sherman signed Sheryl Sherman's 2023 Form 5500 as plan administrator.

Lynne Sherman — 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

Sheryl Sherman's EIN is 76-0666830.

EIN 76-0666830

Plan number 001

Plan year 2023

ACK ID 20240823130448NAL0003663955001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sheryl Sherman from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sheryl Sherman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERYL SHERMAN.

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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