How big is Sherfina Advisors' plan?

Sherfina Advisors' plan reported $338K in assets and 3 participants for 2024.

Original filing (PDF)20250813131729NAL0004893939001

Sherfina Advisors

Name: Sherfina Advisors — Sherfina Advisors Employee, Form 5500 (2024)
Creator: Sherfina Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherfina Advisors Employee Retirement Plan

401(k) retirement plan · Sherfina Advisors' Sherfina Advisors Employee Retirement Plan held $338K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

People on this filing

Sarah S. Reznick signed Sherfina Advisors' 2024 Form 5500 as plan administrator.

Sarah S. Reznick — 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

Sherfina Advisors' EIN is 93-4711263.

EIN 93-4711263

Plan number 001

Plan year 2024

ACK ID 20250813131729NAL0004893939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sherfina Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sherfina Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERFINA ADVISORS.

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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