P 401(k) Plan Report

Stable plan record

SHEPHERD WEALTH & RETIREMENT, LLC 401K PLAN

Sponsored by SHEPHERD WEALTH & RETIREMENT, LLC · EIN/PN 843033921-001

Selected filing history

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

Employer money per active participant
2025
$2,364
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$1,492,770
Participant loans as a share of assets
2025
1.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260604161142NAL00008880030014$2,364
Public filing identifier

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