Original filing (PDF)20250718135238NAL0003104898001

SHEPARD'S LLC

Name: SHEPARD'S LLC — SHEPARD'S LLC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHEPARD'S LLC

Form 5500-SF

FILING_RECEIVED

SHEPARD'S LLC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

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 SHEPARD'S LLC.

Plan sponsor

Name

SHEPARD'S LLC

EIN

86-2733135

Address

32 HENRY STREET · BETHEL, CT · 06801

Phone

(203) 830-8300

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

LNW TRANSPORT, INC.

LNW TRANSPORT 401(K) PLAN

$989K · 39 participants

COMBINED EXPRESS, INC.

COMBINED EXPRESS, INC. 401K PLAN

$991K · 27 participants

FANELLI BROS. TRUCKING CO.

FANELLI BROS. TRUCKING CO. 401(K) PROFIT SHARING PLAN

$991K · 36 participants

OAK RIDGE CONSTRUCTION COMPANY, INC.

OAK RIDGE CONSTRUCTION COMPANY, INC. RETIREMENT PLAN

$992K · 9 participants

LOAD PRO, INC

LOAD PRO, INC 401(K) P/S PLAN

$994K · 3 participants