Plan Snapshot
- Plan Sponsor: Shepherd Insurance, LLC (EIN 453540375)
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $55.7M
- Sponsor State: IN
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 532 | $55.7M | $1.4M | $3.5M |
| 2023 | 482 | $42.7M | $1.2M | $3.0M |
| 2022 | 433 | $34.1M | $1.1M | $2.8M |
Service Providers
- CBIZ CPAS P.C. — Accountant / Independent Qualified Public Accountant