How big is Shepard & Cole, Inc.'s plan?

Shepard & Cole, Inc.'s plan reported $189K in assets and 3 participants for 2024.

Original filing (PDF)20250730132742NAL0006746304001

Shepard & Cole, Inc.

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

Form 5500-SF

FILING_RECEIVED

Shepard & Cole, Inc. 401(k) Plan

401(k) retirement plan · Shepard & Cole, Inc.'s Shepard & Cole, Inc. 401(k) Plan held $189K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Nanette a Morganti signed Shepard & Cole, Inc.'s 2024 Form 5500 as plan administrator.

Nanette a Morganti — 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 & Cole, Inc.'s EIN is 88-1296758.

EIN 88-1296758

Plan number 001

Plan year 2024

ACK ID 20250730132742NAL0006746304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard & Cole, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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