Shepard Financial

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

Active participants

848

Total plan assets

$46.7M

Filings (rows)

Direct comp

$45K

Indirect comp

Aggregating 2 name variants under "SHEPARD FINANCIAL"

Click a variant to view it alone

SHEPARD FINANCIAL INVESTMENT1 SHEPARD FINANCIAL ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Independence School, Inc. The Independence School, Inc. 403(b) Plan · all filings	NEWARK, DE	Advisor / Consultant	132	$24.3M	$28K	$0
R.T. Moore Co. Inc. R. T. Moore Co. Inc. 401(k) Profit Sharing Plan · all filings	INDIANAPOLIS, IN	Other service providers	716	$22.4M	$17K	$0