# C.E. Shepherd Co., LP 401(k) Plan
Source: https://planprovider.pro/companies/c-e-shepherd-co-lp-401k-plan

> C.E. Shepherd Co., LP's 401(k) plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CALVIN MARTIN & COMPANY, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,011,529|—|$27,400|—|—|

| 2023|$14,168|$13,418|—|—|—|

| 2022|$5,469|—|—|—|—|

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