# Shepard Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/shepard-bros-inc-401k-plan

> Shepard Bros., INC.'s 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shepard Bros., INC.

- **Sponsor EIN:** 953097472

- **Sponsor Address:** 503 SOUTH CYPRESS STREET, LA HABRA, CA, 90631

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

- **Total Participants:** 53

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|53|$9.0M|$34,946|$344,483|

| 2023|59|$9.9M|$32,539|$403,626|

| 2022|72|$8.7M|$51,764|$385,746|

## 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|

| WRIGHT FORD YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## 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|$36,351|$23,624|—|—|—|

| 2023|-$7,378|—|—|—|—|

| 2022|$18,473|—|—|—|—|

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