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SHEPHERD'S GATE — SHEPHERD'S GATE SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015160626NAL0010545810003
SHEPHERD'S GATE
Form 5500-SF
FILING_RECEIVED
SHEPHERD'S GATE SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
35
Plan assets (EOY)
$814K
Net assets (EOY)
$814K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SHEPHERD'S GATE
.
Find decision makers
Plan sponsor
Name
SHEPHERD'S GATE
EIN
94-2902803
Address
1660 PORTOLA AVENUE · LIVERMORE, CA · 94551
Phone
(925) 443-4283
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
WENDY L. JAMES
EIN
32-6088393
City
LIVERMORE, CA
Phone
(925) 443-4283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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