How big is Shephard Health LLC's plan?

Shephard Health LLC's plan reported $82K in assets and 9 participants for 2022.

Original filing (PDF)20251201110058NAL0005408243001

Shephard Health LLC

Name: Shephard Health LLC — Shephard Health 401(k) Plan, Form 5500 (2022)
Creator: Shephard Health LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shephard Health 401(k) Plan

401(k) retirement plan · Shephard Health LLC's Shephard Health 401(k) Plan held $82K in plan assets for 9 participants in 2022.

Signals · 1

Late filing · 24.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Christy ROTH signed Shephard Health LLC's 2022 Form 5500 as plan administrator.

Christy ROTH — 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

Shephard Health LLC's EIN is 85-2981413.

EIN 85-2981413

Plan number 001

Plan year 2022

ACK ID 20251201110058NAL0005408243001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shephard Health LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPHARD HEALTH LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off