Howard Sheppard 401(k) match, vesting and fees
What Howard Sheppard's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Rockefeller Capital Management | Schedule C ↗ |
| Independent auditor | Hancock Askew & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2022 medians for 1,422 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Howard Sheppard: employer contribution per participant | $1,342 | |
| Peer median | $1,375 |
| Howard Sheppard: average balance | $47,062 | |
| Peer median | $33,657 |
| Howard Sheppard: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.41% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.5M at the end of plan year 2021 to $8.7M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 577 | $8.7M | $248K | $1,342 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 324 | $2.5M | $122K | $1,274 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Howard Sheppard match 401(k) contributions?
The match terms for the Howard Sheppard, LLC 401(k) Plan have not been published from its filing yet. The plan year 2022 filing reports $248K in employer contributions, about $1,342 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Howard Sheppard 401(k) match vested?
The vesting schedule for the Howard Sheppard, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Howard Sheppard 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Rockefeller Capital Management. The plan administrator is Howard Sheppard, LLC.
I left Howard Sheppard. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Howard Sheppard, LLC, (478) 552-5127) or the recordkeeper, Rockefeller Capital Management. The Howard Sheppard old 401(k) page lists the contacts from every plan filing. Find an old Howard Sheppard 401(k)
Data from the public Form 5500 annual reports Howard Sheppard filed with the U.S. Department of Labor (plan years 2021 and 2022) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Howard Sheppard. Not financial advice. Report a correction · Methodology