Sponsor portfolio
SHEPPARD & ASSOCIATES, LLC
EIN 46-4027098Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$321K assets
Welfare
1
Participants
16
4936 DARROW - STOW, OH 44224330-688-2157
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPPARD & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$321K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SHEPPARD & ASSOCIATES CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPPARD & ASSOCIATES, LLC 401(K) PLAN | 401k | $321K | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHEPPARD & ASSOCIATES CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans