How big is Brandon Shepherd Insurance Agency's plan?

Brandon Shepherd Insurance Agency's plan reported $11K in assets and 4 participants for 2024.

Original filing (PDF)20250421220505NAL0003605217082

Brandon Shepherd Insurance Agency

Name: Brandon Shepherd Insurance Agency — Brandon Shepherd, Form 5500 (2024)
Creator: Brandon Shepherd Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brandon Shepherd Insurance Agency 401(k) Plan

401(k) retirement plan · Brandon Shepherd Insurance Agency's Brandon Shepherd Insurance Agency 401(k) Plan held $11K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

QIAN LIU signed Brandon Shepherd Insurance Agency's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Brandon Shepherd Insurance Agency's EIN is 86-3586088.

EIN 86-3586088

Plan number 001

Plan year 2024

ACK ID 20250421220505NAL0003605217082

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brandon Shepherd Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brandon Shepherd Insurance Agency'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 BRANDON SHEPHERD INSURANCE AGENCY.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off