Plan Snapshot
- Plan Sponsor: C.E. Shepherd Co., LP
- Sponsor EIN: 741863251
- Sponsor Address: 2221 CANADA DRY STREET, HOUSTON, TX, 77023
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 49 | $8.5M | $108,761 | $312,658 |
| 2023 | 123 | $8.0M | $104,093 | $282,978 |
| 2022 | 112 | $6.7M | $97,478 | $272,920 |