Sponsor portfolio
SHEPARD & MOORE INSURANCE AGENCY INC. DBA SHEPARD INSURANCE AGENCY
EIN 95-4075300Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$4.3M assets
Welfare
0
Participants
6
4370 TUJUNGA AVE., STE. 225 - STUDIO CITY, CA 91604818-508-9925
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 | SHEPARD INSURANCE AGENCY 401(K) PLAN | 401k | $4.3M | 6 | 2025 |
Retirement plans