How big is Sheriff & SON Mortgage LLC's plan?

Sheriff & SON Mortgage LLC's plan reported $5K in assets and 3 participants for 2025.

Original filing (PDF)20260414085243NAL0023499906001

Sheriff & SON Mortgage LLC

Name: Sheriff & SON Mortgage LLC — Sheriff & SON Mortgage, Form 5500 (2025)
Creator: Sheriff & SON Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheriff & SON Mortgage LLC 401(k) Plan

401(k) retirement plan · Sheriff & SON Mortgage LLC's Sheriff & SON Mortgage LLC 401(k) Plan held $5K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Joseph Sheriff signed Sheriff & SON Mortgage LLC's 2025 Form 5500 as plan administrator.

Joseph Sheriff — 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

Sheriff & SON Mortgage LLC's EIN is 87-1961874.

EIN 87-1961874

Plan number 001

Plan year 2025

ACK ID 20260414085243NAL0023499906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheriff & SON Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheriff & SON Mortgage LLC's plan includes profit-sharing, 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 SHERIFF & SON MORTGAGE LLC.

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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