Original filing (PDF)20251001224200NAL0016691440001

SHEPHERD UNIVERSITY FOUNDATION SHEPHERD UNIVERSITY

Name: SHEPHERD UNIVERSITY FOUNDATION SHEPHERD UNIVERSITY — SHEPHERD UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: SHEPHERD UNIVERSITY FOUNDATION SHEPHERD UNIVERSITY

Form 5500-SF

FILING_RECEIVED

SHEPHERD UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SHEPHERD UNIVERSITY FOUNDATION SHEPHERD UNIVERSITY

EIN

55-6020064

Address

P.O. BOX 5000 · SHEPHERDSTOWN, WV · 25443

Phone

(304) 876-5391

Industry

Educational Servicessee all

Plan administrator