Sherman & Howard Retirement Plan (2) — 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 (2) is a benefit plan reported by Sherman & Howard L.L.C. under EIN 84-0420314 and plan number 022. The latest loaded filing year is 2023. The filing reports 223 participants and $110,069,500 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
- 022
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $110,069,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014065730NAL0045179936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,069,500
- Total liabilities (EOY)
- $190
- Net assets (EOY)
- $110,069,310
- Net assets (BOY)
- $110,742,601
Income & contributions
- Employer contributions
- $1,728,107
- Participant contributions
- $1,379,529
- Total contributions
- $3,107,636
- Total income / additions
- $19,222,175
Expenses & distributions
- Benefits paid
- $21,175,295
- Administrative expenses
- $82,536
- Total expenses
- $21,257,831
- Net increase / (decrease)
- -$2,035,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $29,411 | not reported in the loaded dataset | 2023 |
| Private Capital Management LLC | NONE | $12,835 | not reported in the loaded dataset | 2023 |
| Stonebridge Capital Financial Advis | NONE | $11,394 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $11,098 | not reported in the loaded dataset | 2023 |
| Peak Asset Management LLC | NONE | $10,465 | not reported in the loaded dataset | 2023 |
| United Capital Financial Advisor | NONE | $8,691 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $7,579 | not reported in the loaded dataset | 2023 |
| Klcm Advisors Inc | NON | $4,782 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $4,087 | not reported in the loaded dataset | 2023 |
| J V Bruni And Company | NONE | $3,743 | not reported in the loaded dataset | 2023 |
| Oarsman Capital Inc | NONE | $3,454 | not reported in the loaded dataset | 2023 |
| Apollon Wealth Management LLC | NONE | $2,191 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $923 | $0 | 2023 |
| Morningstar Investment Service | NONE | $671 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $623 | 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
- Private Capital Management LLC — Schedule C compensation
- Stonebridge Capital Financial Advis — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Peak Asset Management LLC — Schedule C compensation
- United Capital Financial Advisor — Schedule C compensation
- Charles Schwab Trust Bank — 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