Filings through .
Sponsor portfolio
Sherman & Phalen, LLC
EIN 27-0448797law practiceLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
Participants
9
1165 NORTHCHASE PARKWAY SE, SUITE 450 - MARIETTA, GA 30067770-579-0109shermanphalenlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHERMAN & PHALEN, LLC 401(K) PLAN
403(b)
Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHERMAN & PHALEN, LLC GCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHERMAN & PHALEN, LLC 401(K) PLAN | 403(b) | $1.4M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHERMAN & PHALEN, LLC GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans