Sherman Personal Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sherman Personal Services, INC.
  • Sponsor EIN: 463753881
  • Sponsor Address: 5435 BULL VALLEY RD, SUITE 212, MCHENRY, IL, 60050
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $854,911

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$854,911$0$14,219
202324$949,551$0$7,099
202212$711,090$0$6,415

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