How big is Kaiser Shepherd & Nakon PC's plan?

Kaiser Shepherd & Nakon PC's plan reported $815K in assets and 4 participants for 2025.

Original filing (PDF)20260429101449NAL0022748674001

Kaiser Shepherd & Nakon PC

Name: Kaiser Shepherd & Nakon PC — Kaiser Shepherd & Nakon, Form 5500 (2025)
Creator: Kaiser Shepherd & Nakon PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaiser Shepherd & Nakon PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kaiser Shepherd & Nakon PC's Kaiser Shepherd & Nakon PC 401(k) Profit Sharing Plan & Trust held $815K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

LEHN Shepherd signed Kaiser Shepherd & Nakon PC's 2025 Form 5500 as plan administrator.

LEHN Shepherd — 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

Kaiser Shepherd & Nakon PC's EIN is 81-4417816.

EIN 81-4417816

Plan number 001

Plan year 2025

ACK ID 20260429101449NAL0022748674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kaiser Shepherd & Nakon PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kaiser Shepherd & Nakon PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KAISER SHEPHERD & NAKON PC

EIN

all filings

Address

121 E LIBERTY ST STE 3 · WAUCONDA, IL · 600841959

Phone

(847) 526-0626

Industry

Other Services (ex. Public Admin)

Plan administrator