How big is Shepherd Kaplan Krochuk, LLC's plan?

Shepherd Kaplan Krochuk, LLC's plan reported $12.7M in assets and 54 participants for 2024.

Original filing (PDF)20250611100919NAL0026990896001

Shepherd Kaplan Krochuk, LLC

Name: Shepherd Kaplan Krochuk, LLC — Shepherd Kaplan, Form 5500 (2024)
Creator: Shepherd Kaplan Krochuk, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Kaplan Krochuk, LLC 401(k) Plan

401(k) retirement plan · Shepherd Kaplan Krochuk, LLC's Shepherd Kaplan Krochuk, LLC 401(k) Plan held $12.7M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

People on this filing

David Kaplan signed Shepherd Kaplan Krochuk, LLC's 2024 Form 5500 as plan administrator.

David Kaplan — 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

Shepherd Kaplan Krochuk, LLC's EIN is 04-3565812.

EIN 04-3565812

Plan number 001

Plan year 2024

ACK ID 20250611100919NAL0026990896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepherd Kaplan Krochuk, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd Kaplan Krochuk, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPHERD KAPLAN KROCHUK, LLC.

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Plan health score

Top-tier plan health

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

Helping the score