How big is Shepstad, Inc.'s plan?

Shepstad, Inc.'s plan reported $474K in assets and 7 participants for 2024.

Original filing (PDF)20250609220037NAL0012641283013

Shepstad, Inc.

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

Form 5500-SF

FILING_RECEIVED

Shepstad 401(k) Plan

401(k) retirement plan · Shepstad, Inc.'s Shepstad 401(k) Plan held $474K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

Plan identifiers

Shepstad, Inc.'s EIN is 99-0634516.

EIN 99-0634516

Plan number 001

Plan year 2024

ACK ID 20250609220037NAL0012641283013

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shepstad, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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