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Sponsor portfolio

SHERIDAN & MURRAY LLC

EIN 23-2873038-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$753K assets
Welfare
0
Participants
4
424 SOUTH BETHLEHEM PIKE 3RD FL - FORT WASHINGTON, PA 19034215-977-9500
Plans on this EIN
2 filings
#001CashBalance-$690K - 2 part#002401k-$63K - 2 part

Retirement portfolio analytics

2 plans aggregated / $753K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • CASH BALANCE PLAN (#001)92%
  • PROFIT SHARING PLAN (#002)8%
Total $753KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHERIDAN & MURRAY LLC CASH BALANCE PLAN

CashBalance

Assets$690K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHERIDAN & MURRAY LLC 401(K) PROFIT SHARING PLAN

401k

Assets$63K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SHERIDAN & MURRAY LLC CASH BALANCE PLANCashBalance$690K22025
002SHERIDAN & MURRAY LLC 401(K) PROFIT SHARING PLAN401k$63K22025
Retirement plans
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