Sherman & Howard L.L.C.'s EIN is 84-0420314.
Download the official 2024 Form 5500 (PDF) for Sherman & Howard L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sherman & Howard L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $27K | — |
| APOLLON WEALTH MANAGEMENT LLC | 82-3706323 | — | NONE | $7K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $46.0M | 78.7% | |
| [Assets held in common collective trust] | Other | — | — | $3.7M | 6.3% | |
| LOOMIS SAYLES SM MD CP GWTH TR CL C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6058676 / PN 001 | Common Collective Trust | — | — | $3.7M | 6.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.3M | 5.6% |
