SHEPARD INSURANCE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the SHEPARD INSURANCE GROUP, INC. 401(k) plan — and how to find and check your own account.
The SHEPARD INSURANCE GROUP, INC. 401(k) on its latest Form 5500
SHEPARD INSURANCE GROUP, INC. (EIN 06-1092248) reports SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $2.5M in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SHEPARD INSURANCE GROUP, INC. filing — schedules, fees, and providers.
Who runs the SHEPARD INSURANCE GROUP, INC. 401(k)?
SHEPARD INSURANCE GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SHEPARD INSURANCE GROUP, INC.HR for the recordkeeper’s name and login.
How to check your SHEPARD INSURANCE GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SHEPARD INSURANCE GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).