# Shepherd Insurance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shepherd-insurance-llc-401k-plan

> Shepherd Insurance, LLC's 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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