Filings through .
Shepherd Kaplan LLC
Matched across 16 name variants in the filings
Analytics
Market position · 2024
Plans served10-1 YoYRank #1308 of mapped providers
Assets under administration$1.9B0.0%Rank #3675 by share of filed assets
Fees received$731,673Median $53,193/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Shepherd Kaplan as recordkeeper and list their funds in their filing.
Plans
1
$137M in funds
In collective trusts
8%
average plan
In Shepherd Kaplan funds
0%
average plan
In index funds
92%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 1 |
| Vanguard | 1 |
| State Street (SSgA) | 1 |
| BlackRock | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.