How big is Sam Sherman PLLC's plan?

Sam Sherman PLLC's plan reported $342K in assets and 4 participants for 2025.

Original filing (PDF)20260417154901NAL0019479697001

Sam Sherman PLLC

Name: Sam Sherman PLLC — Sam Sherman PLLC 401(k) Profit, Form 5500 (2025)
Creator: Sam Sherman PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Sherman PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sam Sherman PLLC's Sam Sherman PLLC 401(k) Profit Sharing Plan & Trust held $342K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

People on this filing

Edward Rojas signed Sam Sherman PLLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Sam Sherman PLLC's EIN is 81-1569737.

EIN 81-1569737

Plan number 001

Plan year 2025

ACK ID 20260417154901NAL0019479697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sam Sherman PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sam Sherman PLLC'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 SAM SHERMAN PLLC.

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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