Sponsor portfolio
SHERMAN & COMPANY HOLDINGS, LLC
EIN 52-2384335Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$10.2M assets
Welfare
0
Participants
28
ONE FAIRVIEW CENTER,, 6302 FAIRVIEW ROAD, SUITE 309 - CHARLOTTE, NC 28210646-321-3750
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHERMAN & COMPANY HOLDINGS, LLC RETIREMENT FUND | 401k | $10.2M | 28 | 2025 |
Retirement plans