# Sheppard Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sheppard-insurance-agency-inc-401k-plan

> Sheppard Insurance Agency, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheppard Insurance Agency, INC.

- **Sponsor EIN:** 842695918

- **Sponsor Address:** 530 LESTER PARRISH ROAD, BATESBURG, SC, 29006

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $214,122

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$214,122|$0|$0|

| 2023|2|$75,040|$0|$0|

| 2022|2|$104,539|$0|$0|

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