Original filing (PDF)20250917123829NAL0000529443001

LAW OFFICE OF VALERIE WULFF SHERMAN

Name: LAW OFFICE OF VALERIE WULFF SHERMAN — LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST, Form 5500 (2024)
Creator: LAW OFFICE OF VALERIE WULFF SHERMAN

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LAW OFFICE OF VALERIE WULFF SHERMAN

EIN

77-0713718

Address

1560 WARSAW ROAD · ROSWELL, GA · 30076

Phone

(678) 818-0100

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator