How big is McLean Sheperd, M.D., L.L.C.'s plan?

McLean Sheperd, M.D., L.L.C.'s plan reported $4.0M in assets and 26 participants for 2024.

Original filing (PDF)20251014102532NAL0001230851001

McLean Sheperd, M.D., L.L.C.

Name: McLean Sheperd, M.D., L.L.C. — McLean Sheperd, M. D., Form 5500 (2024)
Creator: McLean Sheperd, M.D., L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McLean Sheperd, M. D. , L. L. C. 401(k) Profit Sharing Plan

401(k) retirement plan · McLean Sheperd, M.D., L.L.C.'s McLean Sheperd, M. D. , L. L. C. 401(k) Profit Sharing Plan held $4.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

McLean Sheperd, M.D., L.L.C.'s EIN is 30-0216169.

EIN 30-0216169

Plan number 001

Plan year 2024

ACK ID 20251014102532NAL0001230851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McLean Sheperd, M.D., L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McLean Sheperd, M.D., L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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