Shepard Financial Investment

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

132

Total plan assets

$24.3M

Filings (rows)

Direct comp

$28K

Indirect comp

Showing only "SHEPARD FINANCIAL INVESTMENT"

View all 2 variants aggregated →

SHEPARD FINANCIAL INVESTMENT1 SHEPARD FINANCIAL ADVISORY1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 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