Plan Snapshot
- Plan Sponsor: Shepard & Moore Insurance Agency INC. Dba Shepard Insurance Agency
- Sponsor EIN: 954075300
- Sponsor Address: 4370 TUJUNGA AVE., STUDIO CITY, CA, 91604
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $4.3M | $0 | $0 |
| 2024 | 6 | $3.6M | $145,208 | $83,284 |
| 2023 | 8 | $3.1M | $29,756 | $79,663 |
| 2022 | 8 | $2.7M | $29,728 | $73,354 |