Original filing (PDF)20250514141023NAL0019179969001

SHEPHERD WEALTH & RETIREMENT, LLC

Name: SHEPHERD WEALTH & RETIREMENT, LLC — SHEPHERD WEALTH & RETIREMENT, LLC 401K PLAN, Form 5500 (2024)
Creator: SHEPHERD WEALTH & RETIREMENT, LLC

Form 5500-SF

FILING_RECEIVED

SHEPHERD WEALTH & RETIREMENT, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 SHEPHERD WEALTH & RETIREMENT, LLC.

Plan sponsor

Name

SHEPHERD WEALTH & RETIREMENT, LLC

EIN

84-3033921

Address

6300 E. EL DORADO PLAZA · SUITE A 200 · TUCSON, AZ · 85715

Phone

(520) 325-1600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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