Original filing (PDF)20240823130448NAL0003663955001

SHERYL SHERMAN

Name: SHERYL SHERMAN — LONE STAR PROJECT MANAGEMENT - 401(K), Form 5500 (2023)
Creator: SHERYL SHERMAN

Form 5500-SF

FILING_RECEIVED

LONE STAR PROJECT MANAGEMENT - 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SHERYL SHERMAN

EIN

76-0666830all filings

Address

15814 CHAMPION FOREST · PMB 315 · SPRING, TX · 77379

Phone

(281) 414-9642

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

JEFFERSON DIESEL SPECIALISTS, INC.

JEFFERSON DIESEL SPECIALISTS, INC. RETIREMENT PLAN

$358K · 8 participants

SILVERADO AIR SYSTEMS, LLC

SILVERADO AIR SYSTEMS, LLC 401(K) PLAN

$356K · 16 participants

MID FLORIDA MATERIAL HANDLING

MID FLORIDA MATERIAL HANDLING 401(K) PLAN

$359K · 33 participants

WILLAMETTE VALLEY FORKLIFT LLC

WILLAMETTE VALLEY FORKLIFT 401K PLAN

$355K · 5 participants

LEGACY SERVICE & SUPPLY

LEGACY SERVICE & SUPPLY 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.