P 401(k) Plan Report

Stable plan record

SHEPARD INVESTMENTS, LLC 401(K) PLAN

Sponsored by SHEPARD INVESTMENTS, LLC · EIN/PN 263806034-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,260
Administrative cost per participant
2025
$344
Active participants
2025
8
Total plan assets
2025
$1,132,486
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260604182335NAL00014664480018$2,260
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.