How big is Sheppard, Brogna, Sheppard Holding Corporation's plan?

Sheppard, Brogna, Sheppard Holding Corporation's plan reported $3.3M in assets and 4 participants for 2025.

Original filing (PDF)20260512151552NAL0013824210001

Sheppard, Brogna, Sheppard Holding Corporation

Name: Sheppard, Brogna, Sheppard Holding Corporation — Form 5500 Plan 001 (2025)
Creator: Sheppard, Brogna, Sheppard Holding Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheppard, Brogna, Sheppard Holding Corporation Retirement Plan

401(k) retirement plan · Sheppard, Brogna, Sheppard Holding Corporation's Sheppard, Brogna, Sheppard Holding Corporation Retirement Plan held $3.3M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Sheppard, Brogna, Sheppard Holding Corporation's EIN is 27-0605751.

EIN 27-0605751

Plan number 001

Plan year 2025

ACK ID 20260512151552NAL0013824210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheppard, Brogna, Sheppard Holding Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheppard, Brogna, Sheppard Holding Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPPARD, BROGNA, SHEPPARD HOLDING CORPORATION.

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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