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SHEPARD & WALTON LIFE INSURANCE AGENCY, INC.

EIN 74-2855148-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
40
1906 B EAST TYLER AVENUE - HARLINGEN, TX 78550956-423-8755
Plans on this EIN
1 filing
#001401k-$3.3M - 40 part

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Retirement#001

SHEPARD & WALTON EMPLOYEE BENEFITS PLAN

401k

Assets$3.3M
Participants40
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPARD & WALTON EMPLOYEE BENEFITS PLAN401k$3.3M402025
Retirement plans
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