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).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK ASSET MANAGEMENT LLC | 84-1291580 | — | NONE | $12K | — |
| PRIVATE CAPITAL MANAGEMENT LLC | 37-1711781 | — | NONE | $9K | — |
| KLCM ADVISORS INC | 39-1752579 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| LOOMIS SAYLES SM MD CP GWTH TR CL C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6058676 / PN 001 | Common Collective Trust | $1.1M | 1.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $33K | — |
| APOLLON WEALTH MANAGEMENT LLC | 82-3706323 | — | NONE | $28K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $6K | — |
| J V BRUNI AND COMPANY | 84-1233870 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
