How big is Sherman Foundation's plan?

Sherman Foundation's plan reported $934K in assets and 23 participants for 2024.

Original filing (PDF)20250703131800NAL0001458626001

Sherman Foundation

Name: Sherman Foundation — Sherman Foundation 401(k), Form 5500 (2024)
Creator: Sherman Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sherman Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sherman Foundation's Sherman Foundation 401(k) Profit Sharing Plan & Trust held $934K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$934K

Net assets (EOY)

$934K

People on this filing

Edward Rojas signed Sherman Foundation's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Sherman Foundation's EIN is 95-2672431.

EIN 95-2672431

Plan number 001

Plan year 2024

ACK ID 20250703131800NAL0001458626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sherman Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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