Original filing (PDF)20251001224200NAL0016691440001

Shepherd University Foundation Shepherd University

Name: Shepherd University Foundation Shepherd University — Form 5500 Plan 001 (2024)
Creator: Shepherd University Foundation Shepherd University
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd University Foundation Defined Contribution Retirement Plan

403(b) retirement plan · Shepherd University Foundation Shepherd University's Shepherd University Foundation Defined Contribution Retirement Plan held $946K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

Plan identifiers

Shepherd University Foundation Shepherd University's EIN is 55-6020064.

EIN 55-6020064

Plan number 001

Plan year 2024

ACK ID 20251001224200NAL0016691440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd University Foundation Shepherd University's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

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.

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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 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).

Plan sponsor

Name

SHEPHERD UNIVERSITY FOUNDATION SHEPHERD UNIVERSITY

EIN

all filings

Address

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

Phone

(304) 876-5391

Industry

Educational Services

Plan administrator