How big is Shepherd Companies' plan?

Shepherd Companies' plan reported $9.2M in assets and 12 participants for 2024.

Original filing (PDF)20250522164929NAL0002779379001

Shepherd Companies

Name: Shepherd Companies — Shepherd Companies Employees', Form 5500 (2024)
Creator: Shepherd Companies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shepherd Companies Employees' Retirement Plan

401(k) retirement plan · Shepherd Companies' Shepherd Companies Employees' Retirement Plan held $9.2M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Melissa Vasquez signed Shepherd Companies' 2024 Form 5500 as plan administrator.

Melissa Vasquez — 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

Shepherd Companies' EIN is 95-1217578.

EIN 95-1217578

Plan number 001

Plan year 2024

ACK ID 20250522164929NAL0002779379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepherd Companies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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