JOSH Shulman signed Sherpa Wealth Planners, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sherpa Wealth Planners, LLC's EIN is 81-0952120.
Download the official 2025 Form 5500 (PDF) for Sherpa Wealth Planners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Sherpa Wealth Planners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
