How big is Comey & Shepherd, LLC's plan?

Comey & Shepherd, LLC's plan reported $4.0M in assets and 30 participants for 2025.

Original filing (PDF)20260521173745NAL0002907856001

Comey & Shepherd, LLC

Name: Comey & Shepherd, LLC — Comey & Shepherd, L.L.C., Form 5500 (2025)
Creator: Comey & Shepherd, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Comey & Shepherd, L.L.C. Profit Sharing Plan

401(k) retirement plan · Comey & Shepherd, LLC's Comey & Shepherd, L.L.C. Profit Sharing Plan held $4.0M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Comey & Shepherd, LLC's EIN is 61-1432983.

EIN 61-1432983

Plan number 004

Plan year 2025

ACK ID 20260521173745NAL0002907856001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Comey & Shepherd, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Comey & Shepherd, LLC'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 COMEY & SHEPHERD, 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

Knocking points off