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.

Form 5500-SF

FILING_RECEIVED

K&A SHEPHERD RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K&A SHEPHERD, INC..

Plan sponsor

Name

K&A SHEPHERD, INC.

EIN

83-4327420

Address

1451 TALLAHASSEE HIGHWAY · BAINBRIDGE, GA · 39819

Phone

(404) 991-0158

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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