How big is The Sherfey Group Inc.'s plan?

The Sherfey Group Inc.'s plan reported $183K in assets and 2 participants for 2024.

Original filing (PDF)20251010113110NAL0012459456001

The Sherfey Group Inc.

Name: The Sherfey Group Inc. — The Sherfey Group Inc., Form 5500 (2024)
Creator: The Sherfey Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Sherfey Group Inc. 401(k) Plan

401(k) retirement plan · The Sherfey Group Inc.'s The Sherfey Group Inc. 401(k) Plan held $183K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

Richard Tatum signed The Sherfey Group Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

The Sherfey Group Inc.'s EIN is 86-1951891.

EIN 86-1951891

Plan number 001

Plan year 2024

ACK ID 20251010113110NAL0012459456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sherfey Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sherfey Group Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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