Shepherd Center 403(b) match, vesting and fees
What Shepherd Center's 403(b) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Bennett-Thrasher (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Shepherd Center: employer contribution per participant | $2,178 | |
| Peer median | $1,358 |
| Shepherd Center: average balance | $118,032 | |
| Peer median | $44,442 |
| Shepherd Center: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.21% |
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 $190M at the end of plan year 2021 to $224M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,175 | $224M | $4.1M | $2,178 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,205 | $200M | $4.2M | $2,229 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 2,113 | $168M | $3.9M | $2,234 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 2,111 | $190M | $3.6M | $2,185 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Shepherd Center match 401(k) contributions?
The match terms for the Shepherd Center 403(b) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.1M in employer contributions, about $2,178 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Shepherd Center 401(k) match vested?
The vesting schedule for the Shepherd Center 403(b) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Shepherd Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Shepherd Center, Inc..
I left Shepherd Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Shepherd Center, Inc., (404) 350-7585) or the recordkeeper, Transamerica Retirement Solutions. The Shepherd Center old 401(k) page lists the contacts from every plan filing. Find an old Shepherd Center 401(k)
Data from the public Form 5500 annual reports Shepherd Center 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 Shepherd Center. Not financial advice. Report a correction · Methodology