Plan Snapshot
- Plan Sponsor: Sheridan Asset Management LLC
- Sponsor EIN: 010631944
- Sponsor Address: 925 WESTCHESTER AVE STE LL03, WEST HARRISON, NY, 106043598
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 7 | $2.6M | $7,500 | $2,592 |
| 2024 | 5 | $2.1M | $10,990 | $25,300 |
| 2023 | 4 | $1.9M | $15,785 | $38,634 |
| 2022 | 5 | $1.7M | $93,910 | $93,452 |