How big is Sheeley LLP's plan?

Sheeley LLP's plan reported $1.7M in assets and 41 participants for 2024.

Original filing (PDF)20250929154455NAL0011043185001

Sheeley LLP

Name: Sheeley LLP — Sheeley LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Sheeley LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheeley LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Sheeley LLP's Sheeley LLP 401(k) Profit Sharing Plan held $1.7M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joseph Romeo signed Sheeley LLP's 2024 Form 5500 as plan administrator.

Joseph Romeo — 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

Sheeley LLP's EIN is 83-2308991.

EIN 83-2308991

Plan number 001

Plan year 2024

ACK ID 20250929154455NAL0011043185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheeley LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheeley LLP'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 SHEELEY LLP.

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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