How big is Shepard Investments, LLC's plan?

Shepard Investments, LLC's plan reported $936K in assets and 9 participants for 2024.

Original filing (PDF)20250409083737NAL0019697521001

Shepard Investments, LLC

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

Form 5500-SF

FILING_RECEIVED

Shepard Investments, LLC 401(k) Plan

401(k) retirement plan · Shepard Investments, LLC's Shepard Investments, LLC 401(k) Plan held $936K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

People on this filing

Robert Shepard signed Shepard Investments, LLC's 2024 Form 5500 as plan administrator.

Robert Shepard — 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 Investments, LLC's EIN is 26-3806034.

EIN 26-3806034

Plan number 001

Plan year 2024

ACK ID 20250409083737NAL0019697521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard Investments, LLC'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 INVESTMENTS, 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