# Sheerid 401(k) Plan
Source: https://planprovider.pro/companies/sheerid-401k-plan

> Sheerid's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheerid

- **Sponsor EIN:** 452584917

- **Sponsor Address:** 1300 SW 5TH AVENUE SUITE 800, PORTLAND, OR, 97201

- **Plan Type:** 401(k)

- **Total Participants:** 148

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|148|$15.3M|$960,660|$1.9M|

| 2023|169|$11.1M|$943,568|$1.9M|

| 2022|164|$7.2M|$979,632|$1.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$11,183|$2,688|$2,088|—|—|

| 2023|$8,004|$4,637|$1,702|—|—|

| 2022|$6,068|$3,123|$2,945|—|—|

## Similar Plans

- [Galois, INC.](https://planprovider.pro/companies/galois-inc-plan-002) — 119 participants

- [Pipeworks INC](https://planprovider.pro/companies/pipeworks-inc-401k-plan) — 188 participants

- [Prodapt North America, INC.](https://planprovider.pro/companies/prodapt-north-america-inc-401k-plan) — 189 participants

- [Act-On Software, INC.](https://planprovider.pro/companies/act-on-software-inc-plan-002) — 98 participants

- [Blockchain Game Partners INC](https://planprovider.pro/companies/blockchain-game-partners-inc-401k-plan) — 82 participants

- [Brandlive, INC.](https://planprovider.pro/companies/brandlive-inc-401k-plan) — 66 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheerid-401k-plan)

© 2026 PlanProvider.Pro