How big is Sheppe LLP's plan?

Sheppe LLP's plan reported $591K in assets and 2 participants for 2025.

Original filing (PDF)20260429091615NAL0023606306002

Sheppe LLP

Name: Sheppe LLP — Reiss Sheppe LLP Retirement Trust, Form 5500 (2025)
Creator: Sheppe LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reiss Sheppe LLP Retirement Trust

401(k) retirement plan · Sheppe LLP's Reiss Sheppe LLP Retirement Trust held $591K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

People on this filing

Matthew Sheppe signed Sheppe LLP's 2025 Form 5500 as plan administrator.

Matthew Sheppe — 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

Sheppe LLP's EIN is 13-3464189.

EIN 13-3464189

Plan number 003

Plan year 2025

ACK ID 20260429091615NAL0023606306002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheppe LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheppe LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

SHEPPE LLP

EIN

all filings

Address

425 MADISON AVENUE · NEW YORK, NY · 10017

Phone

(212) 753-2424

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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