Back to filter
Original filing (PDF)20250922104339NAL0005097121001
SHEPHERD SPECIALTY PAPERS, INC.
Form 5500-SF
FILING_RECEIVED
SHEPHERD SPECIALTY PAPERS INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
26
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEPHERD SPECIALTY PAPERS, INC..
Plan sponsor
Name
SHEPHERD SPECIALTY PAPERS, INC.
EIN
20-2262230
Address
132 FRONT STREET, SUITE 305 · SCITUATE, MA · 02066
Phone
(781) 825-1581
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
SEATAC PACKAGING MFG. CORP
ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY SEATAC PACKAGING MFG. CORP.
$5.6M · 69 participants
H. P . CADWALLADER, INC.
H. P . CADWALLADER, INC. 401(K) PLAN
$5.5M · 71 participants
UNIPAK, INC.
UNIPAK, INC. 401K RETIREMENT PLAN
$5.7M · 33 participants
NEV'S INK, INC.
NEV'S INK INC 401K PLAN
$5.7M · 39 participants
TOP FLIGHT, INC.
TOP FLIGHT, INC. EMPLOYEES' PENSION PLAN
$5.5M · 30 participants
INFORMATION PACKAGING CORPORATION
INFORMATION PACKAGING CORPORATION PROFIT SHARING / 401(K) PLAN
$5.5M · 22 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B