Shepherd 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

Active participants

556

Total plan assets

$22.9M

Filings (rows)

Direct comp

$68K

Indirect comp

Showing only "SHEPHERD FINANCIAL ADVISORY"

View all 14 variants aggregated →

SHEPHERD FINANCIAL INVESTMENT ADVIS103 SHEPHERD FINANCIAL INVESTMENT53 SHEPHERD FINANCIAL INVEST ADVISORY28 SHEPHERD FINANCIAL INVESTMENT ADV20 SHEPHERD FINANCIAL INV11 SHEPHERD FINANCIAL INV ADVISORY9

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Grammer Transport Holdings, Inc. and Affiliated Subsidiaries Grammer Transport Holdings 401(k) Plan · all filings	COLUMBUS, IN	Other service providers	295	$13.6M	$34K	$0
Grammer Transport Holdings, Inc. and Affiliated Subsidiaries Grammer Transport Holdings 401(k) Plan · all filings	COLUMBUS, IN	Other service providers	261	$9.3M	$34K	$0