Shepard Wealth Management

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

1,171

Total plan assets

$83.1M

Filings (rows)

Direct comp

$79K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

Prospecting the plans that use Shepard Wealth Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Questec Constructors, Inc. Questec 401(k) Defined Contribution Retirement Plan · all filings	COLUMBIA, MO	Advisor / Consultant	314	$28.7M	$19K	$0
Questec Constructors, Inc. Questec 401(k) Defined Contribution Retirement Plan · all filings	COLUMBIA, MO	Advisor / Consultant	294	$22.1M	$14K	$0
Questec Constructors, Inc. Questec 401(k) Defined Contribution Retirement Plan · all filings	COLUMBIA, MO	Advisor / Consultant	235	$16.0M	$13K	$0
Shamrock Cabinet & Fixture Corporation Shamrock Cabinet and Fixture Corporation 401(k) Profit Sharing Plan · all filings	RAYTOWN, MO	Advisor / Consultant	119	$5.9M	$14K	$0
Shamrock Cabinet & Fixture Corporation Shamrock Cabinet and Fixture Corporation 401(k) Profit Sharing Plan · all filings	RAYTOWN, MO	Advisor / Consultant	96	$5.6M	$12K	$0
Shamrock Cabinet & Fixture Corporation Shamrock Cabinet and Fixture Corporation 401(k) Profit Sharing Plan · all filings	RAYTOWN, MO	Advisor / Consultant	113	$4.7M	$8K	$0