Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHEPARD INSURANCE GROUP, INC.
EIN 06-1092248insuranceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
11
1700 EAST PUTNAM AVE., STE 203 - OLD GREENWICH, CT 06870203-661-6655shepardinsgrp.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHEPARD INSURANCE GROUP, INC. PENSION PLAN
CashBalance
Assets$1
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPARD INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | 401k | $2.5M | 11 | 2024 | |
| 002 | SHEPARD INSURANCE GROUP, INC. PENSION PLAN | CashBalance | $1 | 0 | 2025 |
Retirement plans
Welfare plans