How big is Pasquesi Sheppard LLC's plan?

Pasquesi Sheppard LLC's plan reported $21.5M in assets and 40 participants for 2024.

Original filing (PDF)20250630173017NAL0006696931001

Pasquesi Sheppard LLC

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

Form 5500-SF

FILING_RECEIVED

Pasquesi Sheppard LLC Profit Sharing and Savings Plan & Trust

401(k) retirement plan · Pasquesi Sheppard LLC's Pasquesi Sheppard LLC Profit Sharing and Savings Plan & Trust held $21.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

People on this filing

L. Robert Pasquesi signed Pasquesi Sheppard LLC's 2024 Form 5500 as plan administrator.

L. Robert Pasquesi — 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

Pasquesi Sheppard LLC's EIN is 36-4049282.

EIN 36-4049282

Plan number 001

Plan year 2024

ACK ID 20250630173017NAL0006696931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pasquesi Sheppard 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 PASQUESI SHEPPARD 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

Knocking points off