Original filing (PDF)20250829122245NAL0006202995001

THE SHEPHERD MATERIAL SCIENCE COMPANY

Name: THE SHEPHERD MATERIAL SCIENCE COMPANY — THE SHEPHERD 401(K) PLAN, Form 5500 (2024)
Creator: THE SHEPHERD MATERIAL SCIENCE COMPANY

Form 5500

FILING_RECEIVED

THE SHEPHERD 401(K) PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

524

Accounts w/ balance

690

Plan assets (EOY)

$132.1M

Net assets (EOY)

$132.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SHEPHERD MATERIAL SCIENCE COMPANY.

Plan sponsor

Name

THE SHEPHERD MATERIAL SCIENCE COMPANY

EIN

31-0989650

Address

4900 BEECH STREET · NORWOOD, OH · 45212

Phone

(513) 731-1110

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW	33-0818667	—	CONSULTANT	$55K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$30K	—

Accountant / Auditor

Investments

1 direct security · 2 pooled funds· $15.6M(12% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$7.8M

1 holding

Common Collective Trust

$7.8M

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND CORE	—	—	$8.9M	$7.8M	5.9%
	GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001

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