How big is 5470 Sherri 470 Inc.'s plan?

5470 Sherri 470 Inc.'s plan reported $12K in assets and 21 participants for 2024.

Original filing (PDF)20250717135716NAL0000628802001

5470 Sherri 470 Inc.

Name: 5470 Sherri 470 Inc. — 5470 Sherri 470 Inc. 401(k), Form 5500 (2024)
Creator: 5470 Sherri 470 Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

5470 Sherri 470 Inc. 401(k) Plan

401(k) retirement plan · 5470 Sherri 470 Inc.'s 5470 Sherri 470 Inc. 401(k) Plan held $12K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Marcus Bowie signed 5470 Sherri 470 Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

5470 Sherri 470 Inc.'s EIN is 87-0332005.

EIN 87-0332005

Plan number 001

Plan year 2024

ACK ID 20250717135716NAL0000628802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 5470 Sherri 470 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

5470 Sherri 470 Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score