Shepard Exposition Services 401(k) match, vesting and fees
What Shepard Exposition Services' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Windham Brannon, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Shepard Exposition Services: employer contribution per participant | $2,017 | |
| Peer median | $2,361 |
| Shepard Exposition Services: average balance | $64,009 | |
| Peer median | $60,193 |
| Shepard Exposition Services: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.31% |
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 $31.4M at the end of plan year 2021 to $39M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,012 | $39M | $1.2M | $2,017 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 798 | $32.1M | $1.1M | $2,001 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 712 | $26.5M | $739K | $1,657 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 588 | $31.4M | $0 | $0 | 0.42% | Not published | Form 5500 ↗ |
Other Shepard Exposition Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Shepard Exposition Services, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Windham Brannon, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Shepard Exposition Services match 401(k) contributions?
The match terms for the Shepard Exposition Services, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,017 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shepard Exposition Services 401(k) match vested?
The vesting schedule for the Shepard Exposition Services, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shepard Exposition Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Shepard Exposition Services, Inc..
I left Shepard Exposition Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shepard Exposition Services, Inc., (404) 720-8690) or the recordkeeper, Fidelity Investments Institutional. The Shepard Exposition Services old 401(k) page lists the contacts from every plan filing. Find an old Shepard Exposition Services 401(k)
Data from the public Form 5500 annual reports Shepard Exposition Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Shepard Exposition Services. Not financial advice. Report a correction · Methodology