Original filing (PDF)20250701131313NAL0030689154001

SHEPHARD TINGLOF & ASSOCIATES

Name: SHEPHARD TINGLOF & ASSOCIATES — SHEPHARD TINGLOF & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SHEPHARD TINGLOF & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SHEPHARD TINGLOF & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEPHARD TINGLOF & ASSOCIATES.

Plan sponsor

Name

SHEPHARD TINGLOF & ASSOCIATES

EIN