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

Shepard School, Inc.'s plan reported $5.1M in assets and 69 participants for 2024.

Original filing (PDF)20251009155625NAL0016552914001

Shepard School, Inc.

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

Form 5500-SF

FILING_RECEIVED

Shepard School, Inc. Savings Plan

403(b) retirement plan · Shepard School, Inc.'s Shepard School, Inc. Savings Plan held $5.1M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Annmarie Scorzo signed Shepard School, Inc.'s 2024 Form 5500 as plan administrator.

Annmarie Scorzo — 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 School, Inc.'s EIN is 22-3106512.

EIN 22-3106512

Plan number 001

Plan year 2024

ACK ID 20251009155625NAL0016552914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 403(b) annuity.

Decision-maker contacts

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