Sponsor portfolio
JAMES E. SHEPPARD & ASSOCIATES, INC.
EIN 58-2263853Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
6455 E. JOHNS CROSSING, SUITE 275 - JOHNS CREEK, GA 30097678-492-3300
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES E. SHEPPARD & ASSOCIATES, INC. RETIREMENT PLAN | ProfitSharing | $1.7M | 5 | 2024 |
Retirement plans