How big is Shepherd Financial, LLC's plan?

Shepherd Financial, LLC's plan reported $6.5M in assets and 39 participants for 2024.

Original filing (PDF)20251001084325NAL0017588803001

Shepherd Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Shepherd Financial, LLC Retirement Readiness Plan

401(k) retirement plan · Shepherd Financial, LLC's Shepherd Financial, LLC Retirement Readiness Plan held $6.5M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Shepherd Financial, LLC's EIN is 47-2556164.

EIN 47-2556164

Plan number 001

Plan year 2024

ACK ID 20251001084325NAL0017588803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd Financial, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL, LLC.

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