How big is Sheppard & Associates' plan?

Sheppard & Associates' plan reported $405 in assets and 6 participants for 2025.

Original filing (PDF)20260330104905NAL0013142051001

Sheppard & Associates

Name: Sheppard & Associates — Sheppard & Associates, Form 5500 (2025)
Creator: Sheppard & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheppard & Associates Chamber Benefit Arrangement Plan

Health & welfare plan · Sheppard & Associates' Sheppard & Associates Chamber Benefit Arrangement Plan held $405 in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$405

Net assets (EOY)

$113

People on this filing

Stephen Millard signed Sheppard & Associates' 2025 Form 5500 as plan administrator.

Stephen Millard — 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

Sheppard & Associates' EIN is 46-4027098.

EIN 46-4027098

Plan number 501

Plan year 2025

ACK ID 20260330104905NAL0013142051001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheppard & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheppard & Associates' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score