Plan Snapshot
- Plan Sponsor: The Shepherd Holding Company
- Sponsor EIN: 274428082
- Sponsor Address: 4900 BEECH STREET, CINCINNATI, OH, 45212
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 431
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 431 | $0 | $0 | $0 |
| 2023 | 515 | $0 | $0 | $0 |
| 2022 | 458 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR | Recordkeeper | $396,562 | $10,187 | $406,749 |
| MCGOHAN BRABENDER, INC. | Investment Advisor | $66,589 | — | $66,589 |
| SUN LIFE | Recordkeeper | $6,224 | — | $6,224 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUN LIFE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,562
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |