How big is Shepard's LLC's plan?

Shepard's LLC's plan reported $989K in assets and 12 participants for 2024.

Original filing (PDF)20250718135238NAL0003104898001

Shepard's LLC

Name: Shepard's LLC — Shepard's LLC. 401(k) & Profit, Form 5500 (2024)
Creator: Shepard's LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepard's LLC. 401(k) & Profit Sharing Plan

401(k) retirement plan · Shepard's LLC's Shepard's LLC. 401(k) & Profit Sharing Plan held $989K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

People on this filing

David Albin signed Shepard's LLC's 2024 Form 5500 as plan administrator.

David Albin — 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

Shepard's LLC's EIN is 86-2733135.

EIN 86-2733135

Plan number 004

Plan year 2024

ACK ID 20250718135238NAL0003104898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepard's LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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