Sherman & Howard Retirement Plan (1) — Form 5500 plan (Sherman & Howard L.L.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sherman & Howard Retirement Plan (1) is a benefit plan reported by Sherman & Howard L.L.C. under EIN 84-0420314 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $89,523,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sherman & Howard L.L.C.
- EIN
- 84-0420314
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $89,523,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241014073644NAL0043780304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,523,935
- Total liabilities (EOY)
- $190
- Net assets (EOY)
- $89,523,745
- Net assets (BOY)
- $86,482,365
Income & contributions
- Employer contributions
- $1,850,870
- Participant contributions
- $1,081,248
- Total contributions
- $3,145,797
- Total income / additions
- $16,183,612
Expenses & distributions
- Benefits paid
- $11,869,351
- Administrative expenses
- $36,002
- Total expenses
- $11,905,353
- Net increase / (decrease)
- $4,278,259
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $23,921 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $6,164 | not reported in the loaded dataset | 2023 |
| Private Capital Management LLC | NONE | $5,599 | not reported in the loaded dataset | 2023 |
| Stonebridge Capital Advisors | NONE | $4,970 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $4,841 | not reported in the loaded dataset | 2023 |
| Peak Asset Management LLC | NONE | $4,565 | not reported in the loaded dataset | 2023 |
| United Capital Financial Advisors | NONE | $3,791 | not reported in the loaded dataset | 2023 |
| Klcm Advisors Inc | NONE | $2,086 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $1,783 | not reported in the loaded dataset | 2023 |
| J V Bruni And Company | NONE | $1,633 | not reported in the loaded dataset | 2023 |
| Oarsman Capital Inc | NONE | $1,506 | not reported in the loaded dataset | 2023 |
| Apollon Wealth Management LLC | NONE | $956 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $751 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $293 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $272 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sherman & Howard L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Private Capital Management LLC — Schedule C compensation
- Stonebridge Capital Advisors — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Peak Asset Management LLC — Schedule C compensation
- United Capital Financial Advisors — Schedule C compensation
- Klcm Advisors Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- J V Bruni And Company — Schedule C compensation
- Oarsman Capital Inc — Schedule C compensation
- Apollon Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation