The Shepherd Material Science Company 401(k) Plan: Login, Facts & Contact Information

The Shepherd Material Science Company 401(k) Plan Facts

Plan name
THE SHEPHERD 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
THE SHEPHERD MATERIAL SCIENCE COMPANY
Participants
666 (524 active employees)
Former employees with a balance
166
Plan assets
$132,069,812 at Dec 31, 2024
Average account balance
$191,406 across 690 accounts
Employer contributions
$2,464,638 in plan year 2024 (38% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 23, 1980
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.49 million went into the plan in contributions, $2.46 million of it from the employer (38%).
  • $12.3 million was paid out to participants.
  • Investment and other income added $18.0 million.
  • Administrative expenses were $85,969, about $125 per account.

How the The Shepherd Material Science Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019600$108.2 million$1.54 million$6.10 million
2020608$116.0 million$2.61 million$13.6 million
2021633$132.6 million$2.43 million$6.18 million
2022670$104.7 million$2.25 million$12.8 million
2023673$119.9 million$1.99 million$9.27 million
2024666$132.1 million$2.46 million$12.3 million

The Shepherd Material Science Company 401(k) Contact Information

Phone
513-731-1110
Mailing address
4900 BEECH STREET, NORWOOD OH 45212
Plan sponsor
THE SHEPHERD MATERIAL SCIENCE COMPANY
Employer identification number (EIN)
31-0989650
Plan number
001

Questions about the The Shepherd Material Science Company 401(k)

Does The Shepherd Material Science Company contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $2.46 million in employer contributions for plan year 2024.

Does the The Shepherd Material Science Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Shepherd Material Science Company 401(k) plan?

666 participants at the start of plan year 2024, 524 of them active employees, and 166 former employees who still had money in the plan.

What is the average 401(k) balance at The Shepherd Material Science Company?

About $191,406 per account: $132.1 million in plan assets across 690 accounts with a balance at the end of plan year 2024.

Who manages the The Shepherd Material Science Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Shepherd Material Science Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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