How big is JENN and Sheri Co.'s plan?

JENN and Sheri Co.'s plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20251015170821NAL0010472610001

JENN and Sheri Co.

Name: JENN and Sheri Co. — JENN and Sheri Co. 401(k) Plan, Form 5500 (2024)
Creator: JENN and Sheri Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JENN and Sheri Co. 401(k) Plan

401(k) retirement plan · JENN and Sheri Co.'s JENN and Sheri Co. 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jennifer Lawson signed JENN and Sheri Co.'s 2024 Form 5500 as plan administrator.

Jennifer Lawson — 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

JENN and Sheri Co.'s EIN is 84-2541915.

EIN 84-2541915

Plan number 001

Plan year 2024

ACK ID 20251015170821NAL0010472610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JENN and Sheri Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JENN and Sheri Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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