How big is Shepherd Elder Law Group, LLC's plan?

Shepherd Elder Law Group, LLC's plan reported $3.3M in assets and 50 participants for 2025.

Original filing (PDF)20260513153740NAL0006906147001

Shepherd Elder Law Group, LLC

Name: Shepherd Elder Law Group, LLC — Shepherd Elder Law, Form 5500 (2025)
Creator: Shepherd Elder Law Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Elder Law Group 401(k) Plan

401(k) retirement plan · Shepherd Elder Law Group, LLC's Shepherd Elder Law Group 401(k) Plan held $3.3M in plan assets for 50 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Samantha Shepherd signed Shepherd Elder Law Group, LLC's 2025 Form 5500 as plan administrator.

Samantha Shepherd — 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

Shepherd Elder Law Group, LLC's EIN is 27-1097676.

EIN 27-1097676

Plan number 001

Plan year 2025

ACK ID 20260513153740NAL0006906147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shepherd Elder Law Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shepherd Elder Law Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPHERD ELDER LAW GROUP, 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