Original filing (PDF)20260114131416NAL0021858178001

Shepherd Data Services, Inc.

Name: Shepherd Data Services, Inc. — Shepherd Data, Form 5500 (2025)
Creator: Shepherd Data Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Data Services, Inc. 401(k) Savings Plan

401(k) retirement plan · Shepherd Data Services, Inc.'s Shepherd Data Services, Inc. 401(k) Savings Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Christine Chalstrom signed Shepherd Data Services, Inc.'s 2025 Form 5500 as plan administrator.

Christine Chalstrom — 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

Shepherd Data Services, Inc.'s EIN is 46-0469044.

EIN 46-0469044

Plan number 001

Plan year 2025

ACK ID 20260114131416NAL0021858178001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shepherd Data Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shepherd Data Services, Inc.'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 SHEPHERD DATA SERVICES, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score