Plan Snapshot
- Plan Sponsor: Shepard Capital Management, INC.
- Sponsor EIN: 330935495
- Sponsor Address: P.O. BOX 504005, SAN DIEGO, CA, 921504005
- Plan Type: DC
- Total Participants: 3
- Total Assets: $18,987
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $18,987 | $0 | $0 |
| 2023 | 3 | $18,906 | $0 | $0 |
| 2022 | 3 | $18,846 | $0 | $7,026 |