# J L Shepherd & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-l-shepherd-associates-inc-401k-plan

> J L Shepherd & Associates, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J L Shepherd & Associates, INC.

- **Sponsor EIN:** 952477911

- **Sponsor Address:** 1010 ARROYO AVENUE, SAN FERNANDO, CA, 91340

- **Plan Type:** 401(k)

- **Total Participants:** 15

- **Total Assets:** $5.4M

## 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|15|$5.4M|$65,000|$208,600|

| 2023|17|$6.2M|$65,000|$240,024|

| 2022|19|$5.2M|$65,000|$196,790|

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