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SHEPHERD & ASSOCIATES INSURANCE SERVICES, INC.

EIN 94-3208815-insurance-Latest filing 2025
Plans
1
Retirement
1
$84K assets
Welfare
0
Participants
7
2055 JUNCTION AVENUE, STE. 212 - SAN JOSE, CA 95131408-526-1112shepherd-insurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$84K - 7 part

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Retirement#001

SHEPHERD & ASSOCIATES INSURANCE SERVICES 401(K) PLAN

401k

Assets$84K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEPHERD & ASSOCIATES INSURANCE SERVICES 401(K) PLAN401k$84K72025
Retirement plans
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