How big is Sherman Hostetter Group LLC's plan?

Sherman Hostetter Group LLC's plan reported $28K in assets and 31 participants for 2025.

Original filing (PDF)20260424120023NAL0012299394001

Sherman Hostetter Group LLC

Name: Sherman Hostetter Group LLC — Sherman Hostetter, Form 5500 (2025)
Creator: Sherman Hostetter Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman Hostetter Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sherman Hostetter Group LLC's Sherman Hostetter Group LLC 401(k) Profit Sharing Plan & Trust held $28K in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Edward Rojas signed Sherman Hostetter Group LLC'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

Sherman Hostetter Group LLC's EIN is 84-1721212.

EIN 84-1721212

Plan number 001

Plan year 2025

ACK ID 20260424120023NAL0012299394001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Sherman Hostetter Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERMAN HOSTETTER GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off