# The Shepherd Material Science Company 401(k) Plan
Source: https://planprovider.pro/companies/the-shepherd-company-plan

> The Shepherd Material Science Company's 401(k) plan: 524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Shepherd Material Science Company

- **Sponsor EIN:** 310989650

- **Sponsor Address:** 4900 BEECH STREET, NORWOOD, OH, 45212

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

- **Total Participants:** 524

- **Total Assets:** $132.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|524|$132.1M|$2.5M|$3.7M|

| 2023|488|$119.9M|$2.0M|$3.7M|

| 2022|488|$104.7M|$2.3M|$3.8M|

## 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|

| SAGEVIEW|CONSULTANT|$55,000|—|$55,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$30,400|—|$30,400|

| FLYNN & COMPANY|ACCOUNTANT/AUDITOR|$18,400|—|$18,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW](https://planprovider.pro/provider/sageview-advisory-group) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,800

- **Estimated Expense Ratio:** 0.079% of plan assets

### 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|$85,969|$30,400|$300|$18,400|—|

| 2023|$49,392|$29,154|$300|$17,100|—|

| 2022|$34,048|$26,571|—|—|—|

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