How big is The Shepherd Group, LLC's plan?

The Shepherd Group, LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251014130650NAL0006076802001

The Shepherd Group, LLC

Name: The Shepherd Group, LLC — The Shepherd Group, LLC, Form 5500 (2024)
Creator: The Shepherd Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Shepherd Group, LLC 401(k) Plan

401(k) retirement plan · The Shepherd Group, LLC's The Shepherd Group, LLC 401(k) Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Mary Shepherd signed The Shepherd Group, LLC's 2024 Form 5500 as plan administrator.

Mary 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

The Shepherd Group, LLC's EIN is 38-3946117.

EIN 38-3946117

Plan number 001

Plan year 2024

ACK ID 20251014130650NAL0006076802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Shepherd Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Shepherd Group, LLC's plan includes profit-sharing, 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 THE SHEPHERD 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

THE SHEPHERD GROUP, LLC

EIN

all filings

Address

610 EAGLE STREET · UTICA, NY · 13501

Phone

(315) 735-9261

Industry

Transportation & Warehousing

Plan administrator