Shepard Bros., Inc.401(k)

Shepard Bros., Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,875,517 across 105 participant accounts, with employer contributions averaging $552 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,491st of 9,483), and 8,843rd of 13,661 in manufacturing. In 2023, employees put in $12.40 for every $1.00 the employer contributed; active participation has shrunk from 72 to 59 since 2022.