How big is K&a Shepherd, Inc.'s plan?

K&a Shepherd, Inc.'s plan reported $257K in assets and 36 participants for 2024.

Original filing (PDF)20250624085251NAL0007070625001

K&a Shepherd, Inc.

Name: K&a Shepherd, Inc. — K&a Shepherd Retirement Plan, Form 5500 (2024)
Creator: K&a Shepherd, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K&a Shepherd Retirement Plan

401(k) retirement plan · K&a Shepherd, Inc.'s K&a Shepherd Retirement Plan held $257K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Anthony Ward AS Attorney signed K&a Shepherd, Inc.'s 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — 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

K&a Shepherd, Inc.'s EIN is 83-4327420.

EIN 83-4327420

Plan number 001

Plan year 2024

ACK ID 20250624085251NAL0007070625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K&a Shepherd, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K&a Shepherd, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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