How big is Shepherd Wealth & Retirement, LLC's plan?

Shepherd Wealth & Retirement, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250514141023NAL0019179969001

Shepherd Wealth & Retirement, LLC

Name: Shepherd Wealth & Retirement, LLC — Shepherd Wealth, Form 5500 (2024)
Creator: Shepherd Wealth & Retirement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Wealth & Retirement, LLC 401(k) Plan

401(k) retirement plan · Shepherd Wealth & Retirement, LLC's Shepherd Wealth & Retirement, LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Shepherd Wealth & Retirement, LLC's EIN is 84-3033921.

EIN 84-3033921

Plan number 001

Plan year 2024

ACK ID 20250514141023NAL0019179969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd Wealth & Retirement, LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPHERD WEALTH & RETIREMENT, 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