How big is Shepherd Wealth Partners, LLC's plan?

Shepherd Wealth Partners, LLC's plan reported $75K in assets and 2 participants for 2025.

Original filing (PDF)20260430220644NAL0000468705062

Shepherd Wealth Partners, LLC

Name: Shepherd Wealth Partners, LLC — Shepherd Wealth, Form 5500 (2025)
Creator: Shepherd Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Wealth Partners 401(k) Plan

401(k) retirement plan · Shepherd Wealth Partners, LLC's Shepherd Wealth Partners 401(k) Plan held $75K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Elantha Barry signed Shepherd Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Shepherd Wealth Partners, LLC's EIN is 82-1786636.

EIN 82-1786636

Plan number 001

Plan year 2025

ACK ID 20260430220644NAL0000468705062

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Shepherd Wealth 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 SHEPHERD WEALTH 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score