Original filing (PDF)20251014100247NAL0005343058001

SHERMAN & HOWARD L.L.C.

Name: SHERMAN & HOWARD L.L.C. — SHERMAN & HOWARD RETIREMENT PLAN (2), Form 5500 (2024)
Creator: SHERMAN & HOWARD L.L.C.

Form 5500

FILING_RECEIVED

SHERMAN & HOWARD RETIREMENT PLAN (2)

401(k) retirement plan

Signals · 2

No recordkeeper disclosed8 service providers

Active participants

113

Accounts w/ balance

154

Plan assets (EOY)

$69.7M

Net assets (EOY)

$69.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERMAN & HOWARD L.L.C..

Plan sponsor

Name

SHERMAN & HOWARD L.L.C.

EIN

84-0420314

Address

675 15TH STREET, SUITE 2300 · DENVER, CO · 80202

Phone

(303) 297-2900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$33K	—
APOLLON WEALTH MANAGEMENT LLC	82-3706323	—	NONE	$28K	—
PEAK ASSET MANAGEMENT LLC	84-1291580	—	NONE	$12K	—
PRIVATE CAPITAL MANAGEMENT LLC	37-1711781	—	NONE	$9K	—
KLCM ADVISORS INC	39-1752579	—	NONE	$6K	—
CAPFINANCIAL PARTNERS LLC	26-0058143