Original filing (PDF)20250618080046NAL0005337778001

SHERPA WEALTH PLANNERS, LLC

Name: SHERPA WEALTH PLANNERS, LLC — SHERPA WEALTH PLANNERS, Form 5500 (2024)
Creator: SHERPA WEALTH PLANNERS, LLC

Form 5500-SF

FILING_RECEIVED

SHERPA WEALTH PLANNERS

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERPA WEALTH PLANNERS, LLC.

Plan sponsor

Name

SHERPA WEALTH PLANNERS, LLC

EIN

81-0952120

Address

2450 SUNSET POINT RD · STE C · CLEARWATER, FL · 33765

Phone

(727) 474-9958

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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