Sheridan Ross P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sheridan Ross P.C.
  • Sponsor EIN: 841103115
  • Sponsor Address: 1560 BROADWAY, SUITE 1200, DENVER, CO, 80202
  • Plan Type: 401(k)
  • Total Participants: 44
  • Total Assets: $21.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202444$21.2M$741,094$761,133
202350$24.4M$683,843$683,789
202249$24.5M$757,008$618,334

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