How big is Kathryn G Sheperd's plan?

Kathryn G Sheperd's plan reported $442K in assets and 2 participants for 2025.

Original filing (PDF)20260430152143NAL0000053731001

Kathryn G Sheperd

Name: Kathryn G Sheperd — Kathryn G Sheperd 401(k) Profit, Form 5500 (2025)
Creator: Kathryn G Sheperd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathryn G Sheperd 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kathryn G Sheperd's Kathryn G Sheperd 401(k) Profit Sharing Plan & Trust held $442K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

Edward Rojas signed Kathryn G Sheperd's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Kathryn G Sheperd's EIN is 95-4062161.

EIN 95-4062161

Plan number 001

Plan year 2025

ACK ID 20260430152143NAL0000053731001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kathryn G Sheperd from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kathryn G Sheperd's 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 KATHRYN G SHEPERD.

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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