Plan Snapshot
- Plan Sponsor: Shepherd Center, INC.
- Sponsor EIN: 510141601
- Sponsor Address: 2020 PEACHTREE RD NW, ATLANTA, GA, 30309
- Plan Type: 403(b)
- Total Participants: 1,834
- Total Assets: $223.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,834 | $223.6M | $4.1M | $11.5M |
| 2023 | 1,820 | $200.1M | $4.2M | $11.1M |
| 2022 | 1,799 | $168.3M | $3.9M | $10.5M |
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 |
|---|---|---|---|---|
| BENNETT-THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT-THRASHER — 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 | $142,504 | $999 | — | — | — |
| 2023 | $152,546 | $5,650 | — | — | — |
| 2022 | $176,946 | — | — | — | — |