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Original filing (PDF)20250909140429NAL0012906499001
SHERMAN BROS. INC.
Form 5500
FILING_RECEIVED
SHERMAN BROS. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
71
Accounts w/ balance
156
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2025 Fund 8" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHERMAN BROS. INC..
Plan sponsor
Name
SHERMAN BROS. INC.
EIN
93-0459740
Address
32921 DIAMOND HILL DRIVE · P. O. BOX 706 · HARRISBURG, OR · 97446
Phone
(541) 995-7751
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES | 87-3523115 | — | SERVICE PROVIDER | $13K | — |
| PROFESSIONAL BENEFIT SERVICES, INC. | 93-0998477 | — | SERVICE PROVIDER | $5K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 36-3297908 | HARTFORD, CT | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $6.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.1M
28 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 88.6% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2025 Fund 8 | — | — | — | $964K | 27.7% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A ** 720 * Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $369K | 10.6% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $348K | 10.0% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund R6 | — | — | — | $329K | 9.5% | |
| Voya Retirement Insurance and Annuity Company MFS International Diversification Fund R6 | — | — | — | $257K | 7.4% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2055 Fund 8 | — | — | — | $167K | 4.8% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Portfolio Fund R6 | — | — | — | $100K | 2.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral | — | — | — | $93K | 2.7% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2030 Fund 8 | — | — | — | $89K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral | — | — | — | $67K | 1.9% | |
| Participant Loans Interest rates range from 5.25% to 10.50% | — | — | — | $48K | 1.4% | |
| Voya Retirement Insurance and Annuity Company VY Baron Growth Portfolio R6 | — | — | — | $44K | 1.3% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Small Cap Growth Fund R6 | — | — | — | $43K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2040 Fund 8 | — | — | — | $34K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2045 Fund 8 | — | — | — | $34K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2050 Fund 8 | — | — | — | $27K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund Admiral | — | — | — | $17K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust Income Fund 8 | — | — | — | $15K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2035 Fund 8 | — | — | — | $15K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Target Solution Trust 2060 Fund 8 | — | — | — | $11K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional | — | — | — | $8K | 0.2% | |
| Voya Retirement Insurance and Annuity Company American Funds Capital World Bond R6 | — | — | — | $7K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Columbia Balanced Fund I3 | — | — | — | $6K | 0.2% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | — | — | — | $6K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Columbia High Yield Bond Fund I3 | — | — | — | $4K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Neuberger Berman Real Estate Fund R6 | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company American Beacon Small Cap Value Fund R5 | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund R6 | — | — | — | $1K | <0.1% |
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