Original filing (PDF)20240905220026NAL0000454482001

Shepard Carrier Partners LLC

Name: Shepard Carrier Partners LLC — Shepard Carrier, Form 5500 (2023)
Creator: Shepard Carrier Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard Carrier Partners 401(k) Plan

401(k) retirement plan · Shepard Carrier Partners LLC's Shepard Carrier Partners 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed Shepard Carrier Partners LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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

Shepard Carrier Partners LLC's EIN is 82-1472259.

EIN 82-1472259

Plan number 001

Plan year 2023

ACK ID 20240905220026NAL0000454482001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shepard Carrier Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shepard Carrier Partners LLC'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 SHEPARD CARRIER PARTNERS LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score