How big is Sparkman, Shepard & Shepard, LLC's plan?

Sparkman, Shepard & Shepard, LLC's plan reported $118K in assets and 3 participants for 2025.

Original filing (PDF)20260520165619NAL0002127840001

Sparkman, Shepard & Shepard, LLC

Name: Sparkman, Shepard & Shepard, LLC — Ssmattorneys, Form 5500 (2025)
Creator: Sparkman, Shepard & Shepard, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ssmattorneys 401(k) Plan

401(k) retirement plan · Sparkman, Shepard & Shepard, LLC's Ssmattorneys 401(k) Plan held $118K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

People on this filing

Tazewell Shepard signed Sparkman, Shepard & Shepard, LLC's 2025 Form 5500 as plan administrator.

Tazewell Shepard — 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

Sparkman, Shepard & Shepard, LLC's EIN is 85-2854594.

EIN 85-2854594

Plan number 001

Plan year 2025

ACK ID 20260520165619NAL0002127840001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sparkman, Shepard & Shepard, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sparkman, Shepard & Shepard, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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