How big is Shepard Investment Group's plan?

Shepard Investment Group's plan reported $2.0M in assets and 54 participants for 2025.

Original filing (PDF)20260504172450NAL0000087761001

Shepard Investment Group

Name: Shepard Investment Group — Shepard Investment Group, Form 5500 (2025)
Creator: Shepard Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Investment Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Shepard Investment Group's Shepard Investment Group 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 54 participants in 2025.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Mark Hawes signed Shepard Investment Group's 2025 Form 5500 as plan administrator.

Mark Hawes — 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

Shepard Investment Group's EIN is 45-4060087.

EIN 45-4060087

Plan number 001

Plan year 2025

ACK ID 20260504172450NAL0000087761001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shepard Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shepard Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPARD INVESTMENT GROUP.

Finding similar companies…

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 (93rd percentile).

Plan sponsor

Name

SHEPARD INVESTMENT GROUP

EIN

all filings

Address

91120 N WILLAMETTE ST · COBURG, OR · 974089295

Phone

(541) 484-6595

Industry

Real Estate

Plan administrator