· 2022–2024 · DOL EFAST2
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SHEPARD FINANCIAL ADVISORY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
716
Total plan assets
$22.4M
Filings (rows)
1
Direct comp
$17K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
R.T. MOORE CO. INC.
R. T. MOORE CO. INC. 401(K) PROFIT SHARING PLAN
INDIANAPOLIS, IN
Other
NONE
716
$22.4M
$17K
SHEPARD FINANCIAL ADVISORY — Form 5500 Service Provider Profile | Form 5500 Search
