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: 33
  • Total Assets: $9.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$9.0M$187,071$450,849
202338$8.0M$195,539$535,144
202240$6.3M$231,839$529,346

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