How big is Sheppard West, Inc.'s plan?

Sheppard West, Inc.'s plan reported $3.6M in assets and 3 participants for 2024.

Original filing (PDF)20260202170658NAL0000777683001

Sheppard West, Inc.

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

Form 5500-SF

FILING_RECEIVED

Sheppard West, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sheppard West, Inc.'s Sheppard West, Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Beverley JEAN Hollander signed Sheppard West, Inc.'s 2024 Form 5500 as plan administrator.

Beverley JEAN Hollander — 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

Sheppard West, Inc.'s EIN is 93-1006761.

EIN 93-1006761

Plan number 001

Plan year 2024

ACK ID 20260202170658NAL0000777683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sheppard West, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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