How big is Shepard Motors, Inc.'s plan?

Shepard Motors, Inc.'s plan reported $1.6M in assets and 63 participants for 2024.

Original filing (PDF)20250710112629NAL0015007442001

Shepard Motors, Inc.

Name: Shepard Motors, Inc. — Shepard Motors, Inc. 401(k), Form 5500 (2024)
Creator: Shepard Motors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Motors, Inc. 401(k) Plan

401(k) retirement plan · Shepard Motors, Inc.'s Shepard Motors, Inc. 401(k) Plan held $1.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Freddie Jacobs, Jr. signed Shepard Motors, Inc.'s 2024 Form 5500 as plan administrator.

Freddie Jacobs, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shepard Motors, Inc.'s EIN is 01-0241763.

EIN 01-0241763

Plan number 001

Plan year 2024

ACK ID 20250710112629NAL0015007442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepard Motors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard Motors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPARD MOTORS, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off