# The Shepherd Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/the-shepherd-holding-company-274428082-501

> The Shepherd Holding Company's 401(k) plan: 431 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 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](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|—|—|—|—|—|

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