How big is Sheri L. Perlman's plan?

Sheri L. Perlman's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251009120743NAL0003551715001

Sheri L. Perlman

Name: Sheri L. Perlman — Sheri L. Perlman Retirement Plan, Form 5500 (2024)
Creator: Sheri L. Perlman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheri L. Perlman Retirement Plan & Trust

401(k) retirement plan · Sheri L. Perlman's Sheri L. Perlman Retirement Plan & Trust held $1.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Sheri L. Perlman's EIN is 94-2590329.

EIN 94-2590329

Plan number 001

Plan year 2024

ACK ID 20251009120743NAL0003551715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sheri L. Perlman's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off